Filed July 19, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $4,700,565 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 50 · EIN 94-3112180 | Direct Payment | $31,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,106 | $107,662+65.4% | $159,495+11.7% | $106,520+67.2% |
| Participation rate | 90.7% | 69.4%+21.4pp | 82.8%+7.9pp | 71.3%+19.4pp |
| Annual return | 18.88% | 22.17%-3.3pp | 263.72%-244.8pp | 19.28%-0.4pp |
| Employer contribution / active EE | $3,381 | $2,741+23.4% | $4,831-30.0% | $2,840+19.0% |
| Participant deferral / active EE | $11,412 | $6,799+67.8% | $7,354+55.2% | $4,948+130.7% |
| Admin fee / account holder | $56 | $69-19.1% | $10,804-99.5% | $75-25.5% |