Filed April 28, 2025 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DWYER PEMBERTON & COULSON PC2 years Filed as: DWYER PEMBERTON AND COULSON Service code 99 · EIN 11-1000111 | Other Fees | $21,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,379 |
PINNACLE PENSION SERVICES6 years Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $14,844 |
MORNINGSTAR9+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,327 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,598 | $100,272+15.3% | $170,057-32.0% | $74,473+55.2% |
| Participation rate | 98.5% | 87.4%+11.1pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 16.13% | 66.12%-50.0pp | 53.42%-37.3pp | 34.36%-18.2pp |
| Employer contribution / active EE | $7,127 | $4,266+67.1% | $6,790+5.0% | $2,638+170.1% |
| Participant deferral / active EE | $5,336 | $7,147-25.3% | $10,411-48.7% | $4,530+17.8% |
| Admin fee / account holder | $199 | $235-15.3% | $12,826-98.5% | $347-42.7% |