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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC4 years Service code 64 · EIN 26-0079381 PO BOX 26384 · HOOVER, AL 35260 | Recordkeeping Fees | $4,911 |
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 | $153,728 | $61,172+151.3% | $185,851-17.3% | $79,389+93.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.40% | 19.45%-6.0pp | 122.11%-108.7pp | 116.89%-103.5pp |
| Employer contribution / active EE | $5,478 | $2,321+136.1% | $5,168+6.0% | $2,428+125.6% |
| Participant deferral / active EE | $4,331 | $2,788+55.4% | $5,569-22.2% | $4,046+7.1% |
| Admin fee / account holder | $289 | $710-59.3% | $16,245-98.2% | $626-53.9% |