Filed April 28, 2025 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $22,696 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22,696 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,790 |
Filed as: DWYER PEMBERTON AND COULSON Service code 99 · EIN 11-1000111 | Other Fees | $19,400 |
PINNACLE PENSION SERVICES5 years Service code 99 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Fees | $8,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,148 | $86,897+26.8% | $151,627-27.4% | $64,811+70.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.5%+11.8pp | 71.5%+27.8pp |
| Annual return | -16.09% | -3.57%-12.5pp | 3.33%-19.4pp | 32.83%-48.9pp |
| Employer contribution / active EE | $6,366 | $4,010+58.7% | $6,166+3.2% | $2,506+154.0% |
| Participant deferral / active EE | $4,767 | $6,690-28.7% | $8,363-43.0% | $4,310+10.6% |
| Admin fee / account holder | $220 | $153+44.1% | $11,612-98.1% | $188+17.4% |