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| Provider | Service type | Compensation |
|---|---|---|
SELWAY ASSET MANAGEMENT INC3 years Service code 28 · EIN 82-0277386 877 W MAIN STREET, SUITE 602 · BOISE, ID 83702 | Investment Management | $17,388 |
PINNACLE PENSION SERVICES3 years Service code 15 · EIN 82-0433443 3101 W MAIN STREET, SUITE 100 · BOISE, ID 83702 | Recordkeeping | $3,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,463 | $59,220+34.2% | $96,572-17.7% | $79,389+0.1% |
| Participation rate | 29.1% | 61.9%-32.8pp | 69.8%-40.8pp | 70.7%-41.7pp |
| Annual return | 27.19% | 27.08%+0.1pp | 37.79%-10.6pp | 116.89%-89.7pp |
| Employer contribution / active EE | $610 | $1,216-49.8% | $2,357-74.1% | $2,428-74.9% |
| Participant deferral / active EE | $934 | $2,948-68.3% | $3,850-75.7% | $4,046-76.9% |
| Admin fee / account holder | $594 | $659-9.7% | $6,183-90.4% | $626-5.1% |