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 | $5,228,063 |
BLACK & PINCKARD LLC3 years Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 50 · EIN 94-3112180 | Direct Payment | $38,590 |
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 | $165,706 | $106,994+54.9% | $135,998+21.8% | $96,393+71.9% |
| Participation rate | 94.7% | 72.5%+22.2pp | 81.9%+12.8pp | 71.3%+23.5pp |
| Annual return | 24.77% | 26.64%-1.9pp | 68.37%-43.6pp | 22.88%+1.9pp |
| Employer contribution / active EE | $4,458 | $3,391+31.5% | $4,860-8.3% | $3,239+37.6% |
| Participant deferral / active EE | $13,841 | $7,968+73.7% | $7,761+78.4% | $5,455+153.7% |
| Admin fee / account holder | $56 | $79-29.5% | $10,769-99.5% | $74-24.6% |