Filed April 28, 2025 (most recent of 13 filings on file)
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 |
|---|---|---|
PINNACLE PENSION SERVICES7 years Service code 99 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Fees | $35,785 |
DWYER PEMBERTON & COULSON PC3 years Filed as: DWYER PEMBERTON AND COULSON Service code 99 · EIN 11-1000111 | Other Fees | $23,000 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,469 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,408 |
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 | $126,987 | $129,227-1.7% | $184,256-31.1% | $77,762+63.3% |
| Participation rate | 99.3% | 87.4%+12.0pp | 86.8%+12.5pp | 70.6%+28.7pp |
| Annual return | 14.94% | 33.24%-18.3pp | 28.85%-13.9pp | 31.27%-16.3pp |
| Employer contribution / active EE | $7,400 | $4,412+67.7% | $6,427+15.1% | $2,728+171.3% |
| Participant deferral / active EE | $5,488 | $7,307-24.9% | $9,133-39.9% | $4,651+18.0% |
| Admin fee / account holder | $396 | $256+54.8% | $13,899-97.2% | $433-8.6% |