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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC3+ years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
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 | $78,642 | $73,102+7.6% | $123,553-36.3% | $56,289+39.7% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | 12.32% | 3.01%+9.3pp | 119.21%-106.9pp | -9.96%+22.3pp |
| Employer contribution / active EE | $2,094 | $2,977-29.7% | $4,628-54.7% | $2,111-0.8% |
| Participant deferral / active EE | $6,157 | $5,423+13.5% | $6,426-4.2% | $3,350+83.8% |
| Admin fee / account holder | $54 | $554-90.2% | $9,284-99.4% | $521-89.6% |