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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PLAN DESIGN, LLC3+ years Service code 13 · EIN 20-3970947 P.O. BOX · TUCSON, AZ 857284130 | Contract Administrator | $26,207 |
SEGALL BRYANT & HAMILL3+ years Service code 17 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 606067507 | Pension Consulting | $17,854 |
ROBERTS & HOLLAND2 years Filed as: ROBERTS / ALEXONIS GROUP Service code 10 1660 E. RIVER ROAD, STE 100 · TUCSON, AZ 85718 | Accounting | $10,680 |
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 | $72,613 | $52,580+38.1% | $71,671+1.3% | $70,126+3.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.60% | 20.25%-3.6pp | 20.65%-4.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,039 | $1,616-35.7% | $2,460-57.8% | $2,343-55.7% |
| Participant deferral / active EE | $703 | $2,386-70.5% | $3,438-79.5% | $3,332-78.9% |
| Admin fee / account holder | $456 | $3,653-87.5% | $5,558-91.8% | $4,645-90.2% |