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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE BANK8 years Service code 21 · EIN 62-1829917 | Bank Trustee | $26,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,210 | $96,782-63.6% | $140,514-74.9% | $69,255-49.2% |
| Participation rate | 70.0% | 81.0%-11.0pp | 77.8%-7.8pp | 69.0%+0.9pp |
| Annual return | 14.63% | 11.56%+3.1pp | 14.36%+0.3pp | 26.73%-12.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $3,378-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $3,067 | $4,233-27.5% | $4,919-37.6% | $2,890+6.1% |
| Admin fee / account holder | $129 | $275-53.2% | $13,697-99.1% | $733-82.4% |