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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE WEALTH LLC4 years Service code 27 101 PORT STREET · MADISON, MS 39110 | Advisory (Plan) | $32,279 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,662 | $122,042+7.9% | $184,260-28.5% | $74,459+76.8% |
| Participation rate | 90.4% | 85.5%+4.9pp | 86.8%+3.6pp | 67.2%+23.2pp |
| Annual return | 14.73% | 19.91%-5.2pp | 28.84%-14.1pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $2,628 | $4,537-42.1% | $6,427-59.1% | $2,626+0.1% |
| Participant deferral / active EE | $4,997 | $7,143-30.0% | $9,133-45.3% | $4,350+14.9% |
| Admin fee / account holder | $370 | $1,252-70.4% | $13,898-97.3% | $1,945-81.0% |