Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 101 S. CAPITOL BLVD. STE. 1603 · BOISE, ID 83702 | Advisory (Plan) | $16,428 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,880 |
PINNACLE PENSION SERVICES2 years Service code 13 | Contract Administrator | $4,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,614 | $69,383-19.8% | $101,271-45.1% | $73,493-24.3% |
| Participation rate | 59.8% | 68.4%-8.5pp | 75.8%-16.0pp | 70.7%-10.8pp |
| Annual return | 19.72% | 18.46%+1.3pp | 46.48%-26.8pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,657 | $2,628-37.0% | $3,660-54.7% | $2,270-27.0% |
| Participant deferral / active EE | $3,999 | $3,301+21.2% | $4,371-8.5% | $3,740+6.9% |
| Admin fee / account holder | $337 | $704-52.2% | $5,948-94.3% | $513-34.4% |