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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 | $101,539-2.5% | $147,041-32.6% | $74,400+33.1% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.1pp |
| Annual return | 16.12% | 8740.84%-8724.7pp | 419.21%-403.1pp | 1367.51%-1351.4pp |
| Employer contribution / active EE | $1,702 | $3,811-55.3% | $4,935-65.5% | $2,624-35.1% |
| Participant deferral / active EE | $7,239 | $7,304-0.9% | $8,071-10.3% | $4,348+66.5% |
| Admin fee / account holder | $104 | $1,749-94.1% | $13,006-99.2% | $1,944-94.7% |