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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC1+ years Filed as: BLACK, BASHOR & PORSCH Service code 10 270 EAST CONNELLY BLVD · SHARON, PA 16146 | Accounting | $5,500 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,673 | $46,360-68.3% | $147,617-90.1% | $52,331-72.0% |
| Participation rate | 53.7% | 64.9%-11.2pp | 84.6%-30.9pp | 68.1%-14.4pp |
| Annual return | -2.74% | 1.62%-4.4pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $953 | $2,126-55.2% | $5,564-82.9% | $1,882-49.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $106 | $766-86.1% | $11,612-99.1% | $592-82.0% |