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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 | $100,061-64.8% | $120,344-70.7% | $64,728-45.6% |
| Participation rate | 70.0% | 79.8%-9.9pp | 76.7%-6.7pp | 57.9%+12.1pp |
| Annual return | 14.63% | 16.53%-1.9pp | 20.30%-5.7pp | 49.38%-34.8pp |
| Employer contribution / active EE | $0 | $3,112-100.0% | $3,020-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $3,067 | $4,955-38.1% | $5,135-40.3% | $2,729+12.4% |
| Admin fee / account holder | $129 | $428-70.0% | $12,742-99.0% | $1,145-88.8% |