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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC2 years Filed as: BLACK AND PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,683 | $84,493-12.8% | $125,381-41.2% | $66,938+10.1% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.5pp | 69.8%+20.1pp |
| Annual return | -15.55% | -8.49%-7.1pp | 572.31%-587.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,236 | $3,554-37.1% | $4,815-53.6% | $2,545-12.1% |
| Participant deferral / active EE | $7,427 | $6,783+9.5% | $7,448-0.3% | $4,238+75.2% |
| Admin fee / account holder | $75 | $685-89.0% | $10,007-99.2% | $594-87.3% |