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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC4 years Filed as: BLACK AND PINCKARD Service code 10 · EIN 26-0079381 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,698 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,403 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,045 | $101,591-2.5% | $147,096-32.7% | $74,429+33.1% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.1pp |
| Annual return | 16.12% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,702 | $3,813-55.4% | $4,936-65.5% | $2,625-35.2% |
| Participant deferral / active EE | $7,239 | $7,302-0.9% | $8,071-10.3% | $4,348+66.5% |
| Admin fee / account holder | $104 | $1,750-94.1% | $13,005-99.2% | $1,944-94.7% |