Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW PINNACLE CONSULTING GROUPL LLC Service code 17 · EIN 26-1233837 | Pension Consulting | $2,953 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,255 | $60,989+39.8% | $60,906+40.0% | $66,938+27.4% |
| Participation rate | 96.7% | 74.5%+22.2pp | 73.1%+23.6pp | 69.8%+26.9pp |
| Annual return | -6.43% | -9.60%+3.2pp | 16.94%-23.4pp | 1.58%-8.0pp |
| Employer contribution / active EE | $3,758 | $2,661+41.2% | $2,703+39.0% | $2,545+47.7% |
| Participant deferral / active EE | $4,988 | $3,615+38.0% | $3,814+30.8% | $4,238+17.7% |
| Admin fee / account holder | $10 | $338-97.0% | $3,227-99.7% | $594-98.3% |