Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,215 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 17 · EIN 81-0776852 | Pension Consulting | $22,000 |
CARON & BLETZER, PLLC1 year Service code 17 · EIN 04-3499945 | Pension Consulting | $8,500 |
Employer 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 | $32,767 | $65,118-49.7% | $76,768-57.3% | $55,725-41.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.0%+8.7pp | 70.9%+14.8pp |
| Annual return | -5.16% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $502 | $1,941-74.1% | $2,485-79.8% | $2,078-75.8% |
| Participant deferral / active EE | $2,878 | $3,688-22.0% | $3,852-25.3% | $3,356-14.2% |
| Admin fee / account holder | $116 | $116+0.2% | $6,675-98.3% | $115+0.8% |