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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $84,542 |
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 41-1416330 2800 QUARRY LAKE DR STE 260 · BALTIMORE, MD 212093751 | Advisory (Plan) | $36,500 |
Filed as: NEW PINACLE CONSULTING GROUP, LLC Service code 16 · EIN 26-1233837 19825 B NORTHCOVE RD 105 · CORNELIUS, NC 280316445 | Consulting | $12,756 |
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 | $104,553 | $91,695+14.0% | $67,575+54.7% | $77,736+34.5% |
| Participation rate | 95.9% | 76.0%+19.9pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 10.73% | 14.88%-4.1pp | 3528.98%-3518.2pp | 31.26%-20.5pp |
| Employer contribution / active EE | $3,824 | $3,189+19.9% | $2,736+39.8% | $2,728+40.2% |
| Participant deferral / active EE | $4,711 | $3,912+20.4% | $4,003+17.7% | $4,651+1.3% |
| Admin fee / account holder | $189 | $245-22.8% | $3,993-95.3% | $433-56.4% |