| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PENSION SERVICES9+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 49 · EIN 82-0433443 3101 W MAIN STREET, STE 100 · BOISE, ID 83702 | Other Services | $46,238 |
Service code 99 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $25,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,106 |
Filed as: VOYA RETIRMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,820 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,916 | $52,090+18.9% | $95,763-35.3% | $80,187-22.8% |
| Participation rate | 98.6% | 67.0%+31.6pp | 72.3%+26.3pp | 72.9%+25.7pp |
| Annual return | 17.06% | 23.29%-6.2pp | 28.43%-11.4pp | 40.40%-23.3pp |
| Employer contribution / active EE | $1,062 | $1,548-31.4% | $2,836-62.6% | $2,980-64.4% |
| Participant deferral / active EE | $2,921 | $3,266-10.6% | $4,244-31.2% | $5,016-41.8% |
| Admin fee / account holder | $174 | $96+81.9% | $5,669-96.9% | $145+20.3% |