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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 | $103,024-65.8% | $112,040-68.6% | $79,634-55.8% |
| Participation rate | 70.0% | 80.6%-10.6pp | 76.5%-6.5pp | 62.5%+7.5pp |
| Annual return | 14.63% | 17.60%-3.0pp | 24.52%-9.9pp | 36.46%-21.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,067 | $5,233-41.4% | $5,098-39.8% | $3,835-20.0% |
| Admin fee / account holder | $129 | $465-72.3% | $12,098-98.9% | $1,002-87.2% |