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| Provider | Service type | Compensation |
|---|---|---|
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD, LLC Service code 99 · EIN 26-0079381 P. O. BOX 26384 · BIRMINGHAM, AL 35260 | Other Fees | $7,257 |
MURFEE MEADOWS, INC.4+ years Service code 99 · EIN 63-1086621 120 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223 | Other Fees | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,988 | $86,332+34.4% | $125,175-7.3% | $65,185+77.9% |
| Participation rate | 86.8% | 75.3%+11.5pp | 79.8%+7.0pp | 70.2%+16.6pp |
| Annual return | 14.54% | 27.43%-12.9pp | 43.79%-29.3pp | 29.38%-14.8pp |
| Employer contribution / active EE | $2,574 | $2,040+26.2% | $3,865-33.4% | $2,177+18.3% |
| Participant deferral / active EE | $5,409 | $3,537+52.9% | $4,937+9.6% | $3,514+53.9% |
| Admin fee / account holder | $90 | $609-85.2% | $9,702-99.1% | $847-89.4% |