Filed April 28, 2025 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PENSION SERVICES4 years Service code 99 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Fees | $25,405 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $24,628 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $24,628 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,472 | $111,491+33.2% | $189,545-21.7% | $86,821+71.0% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.8%+10.6pp | 72.3%+26.1pp |
| Annual return | 14.93% | 83.50%-68.6pp | 555.36%-540.4pp | 97.94%-83.0pp |
| Employer contribution / active EE | $6,970 | $3,951+76.4% | $6,162+13.1% | $2,406+189.7% |
| Participant deferral / active EE | $4,564 | $6,437-29.1% | $8,220-44.5% | $4,132+10.5% |
| Admin fee / account holder | $218 | $189+15.5% | $12,049-98.2% | $170+28.5% |