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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PLAN DESIGN, LLC4 years Service code 13 · EIN 20-3970947 1985 E. RIVER ROAD., SUITE 111 · TUCSON, AZ 85718 | Contract Administrator | $25,846 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $2,098 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,376 | $88,360+148.3% | $145,433+50.8% | $67,986+222.7% |
| Participation rate | 98.9% | 65.5%+33.4pp | 82.1%+16.7pp | 57.2%+41.7pp |
| Annual return | 12.89% | 63.15%-50.3pp | 66.58%-53.7pp | 31.67%-18.8pp |
| Employer contribution / active EE | $8,133 | $3,054+166.3% | $4,554+78.6% | $2,019+302.9% |
| Participant deferral / active EE | $9,350 | $5,932+57.6% | $7,897+18.4% | $3,358+178.4% |
| Admin fee / account holder | $97 | $3,313-97.1% | $13,129-99.3% | $3,203-97.0% |