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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PLAN DESIGN, LLC2+ years Service code 13 · EIN 20-3970947 P.O. BOX · TUCSON, AZ 857284130 | Contract Administrator | $24,958 |
SEGALL BRYANT & HAMILL2+ years Service code 17 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 606067507 | Pension Consulting | $17,169 |
ROBERTS & HOLLAND1 year Filed as: ROBERTS / ALEXONIS GROUP Service code 10 1660 E. RIVER ROAD, STE 100 · TUCSON, AZ 85718 | Accounting | $9,880 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,328 | $47,944+30.0% | $67,834-8.1% | $62,881-0.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 11.48% | 11.77%-0.3pp | 138.47%-127.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,414 | $1,562-9.5% | $2,403-41.2% | $2,281-38.0% |
| Participant deferral / active EE | $623 | $2,247-72.3% | $3,160-80.3% | $3,203-80.6% |
| Admin fee / account holder | $426 | $3,712-88.5% | $4,622-90.8% | $4,296-90.1% |