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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,782 |
Filed as: MATTHEWS CUTRER & LINDSAY PA Service code 10 · EIN 64-0897081 | Accounting | $7,500 |
PINNACLE INSURANCE AGENCY2 years Service code 26 · EIN 64-0936752 | Advisory (Participants) | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,778 | $85,766-38.5% | $136,298-61.3% | $70,126-24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.43% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $3,709 | $2,966+25.0% | $4,696-21.0% | $2,343+58.3% |
| Participant deferral / active EE | $2,101 | $5,051-58.4% | $6,247-66.4% | $3,332-36.9% |
| Admin fee / account holder | $151 | $5,421-97.2% | $9,244-98.4% | $4,645-96.8% |