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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,345 |
PINNACLE INSURANCE AGENCY4 years Service code 16 · EIN 64-0936752 | Consulting | $19,203 |
Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $8,923 |
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 | $58,640 | $89,367-34.4% | $141,191-58.5% | $72,975-19.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.88% | 111.87%-91.0pp | 71.41%-50.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $4,811 | $3,115+54.5% | $4,736+1.6% | $2,440+97.2% |
| Participant deferral / active EE | $2,823 | $5,419-47.9% | $6,710-57.9% | $3,608-21.8% |
| Admin fee / account holder | $279 | $5,957-95.3% | $10,264-97.3% | $5,124-94.6% |