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| Provider | Service type | Compensation |
|---|---|---|
LEAVITT CHRISTENSEN & CO PLLC2+ years Filed as: LEAVITT, CHRISTENSEN & CO. Service code 99 · EIN 82-0398216 6149 N. MEEKER PLACE · BOISE, ID 83713 | Other Fees | $6,500 |
PINNACLE PENSION SERVICES2+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $5,971 |
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 | $100,656 | $63,924+57.5% | $108,582-7.3% | $55,167+82.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 7.88% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $4,126 | $1,879+119.6% | $3,758+9.8% | $1,963+110.2% |
| Participant deferral / active EE | $2,703 | $3,067-11.8% | $4,311-37.3% | $3,054-11.5% |
| Admin fee / account holder | $4 | $618-99.4% | $7,645-99.9% | $504-99.2% |