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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD Service code 99 · EIN 26-0079381 P. O. BOX 26384 · BIRMINGHAM, AL 35260 | Other Fees | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,728 | $75,388-81.8% | $123,552-88.9% | $55,725-75.4% |
| Participation rate | 63.5% | 75.7%-12.2pp | 82.3%-18.8pp | 70.9%-7.3pp |
| Annual return | -3.98% | 4.48%-8.5pp | 119.20%-123.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $701 | $3,063-77.1% | $4,628-84.9% | $2,078-66.3% |
| Participant deferral / active EE | $1,104 | $5,651-80.5% | $6,426-82.8% | $3,356-67.1% |
| Admin fee / account holder | $33 | $120-72.1% | $9,285-99.6% | $115-71.0% |