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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE WEALTH LLC2 years Service code 27 101 PORT STREET · MADISON, MS 39110 | Advisory (Plan) | $39,353 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,112 | $49,451+35.7% | $79,580-15.7% | $66,938+0.3% |
| Participation rate | 61.5% | 61.3%+0.2pp | 69.5%-7.9pp | 69.8%-8.3pp |
| Annual return | -1.41% | 84.25%-85.7pp | 0.15%-1.6pp | 1.58%-3.0pp |
| Employer contribution / active EE | $936 | $1,266-26.0% | $2,413-61.2% | $2,545-63.2% |
| Participant deferral / active EE | $3,213 | $3,159+1.7% | $3,985-19.4% | $4,238-24.2% |
| Admin fee / account holder | $322 | $595-45.8% | $6,835-95.3% | $594-45.7% |