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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE BANK7 years Service code 21 · EIN 62-1829917 | Bank Trustee | $24,468 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,319 | $89,093-60.4% | $102,434-65.5% | $77,736-54.6% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.5%-9.5pp | 70.6%-3.5pp |
| Annual return | 13.67% | 25.03%-11.4pp | 29.46%-15.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $11 | $2,699-99.6% | $3,023-99.6% | $2,728-99.6% |
| Participant deferral / active EE | $2,821 | $5,147-45.2% | $5,055-44.2% | $4,651-39.3% |
| Admin fee / account holder | $125 | $236-47.0% | $9,462-98.7% | $433-71.1% |