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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC5 years Service code 64 · EIN 26-0079381 PO BOX 26384 · HOOVER, AL 35260 | Recordkeeping Fees | $2,799 |
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 | $116,835 | $65,125+79.4% | $143,797-18.8% | $66,949+74.5% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.7pp | 69.8%+24.2pp |
| Annual return | -14.72% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $5,845 | $2,362+147.4% | $4,952+18.0% | $2,545+129.6% |
| Participant deferral / active EE | $4,363 | $2,920+49.4% | $5,638-22.6% | $4,239+2.9% |
| Admin fee / account holder | $254 | $503-49.4% | $14,679-98.3% | $594-57.2% |