Filed October 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $10,235 |
WELL AND GOOD LLC3 years Service code 27 · EIN 27-0984119 | Advisory (Plan) | $6,000 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $2,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,512 | $65,582+18.2% | $64,101+20.9% | $71,511+8.4% |
| Participation rate | 96.1% | 73.2%+22.9pp | 72.3%+23.8pp | 67.9%+28.2pp |
| Annual return | 9.33% | 18.96%-9.6pp | 33.72%-24.4pp | 28.86%-19.5pp |
| Employer contribution / active EE | $3,978 | $2,671+49.0% | $2,749+44.7% | $2,589+53.7% |
| Participant deferral / active EE | $3,858 | $3,628+6.4% | $3,881-0.6% | $4,291-10.1% |
| Admin fee / account holder | $74 | $616-88.0% | $3,070-97.6% | $1,588-95.4% |