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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $50,300 |
CLEARVIEW GROUP1+ years Service code 27 200 GLENNRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $25,000 |
PLUMBERS LOCAL UNION NO. 6901+ years Filed as: PLUMBERS AND STEAMFITTERS LOCAL 52 Service code 35 P.O. BOX 211105 · MONTGOMERY, AL 361211105 | Employee (plan sponsor) | $18,749 |
KIM CUNNINGHAM1+ years Filed as: KIM WALKER Service code 29 14438 SCENIC HWY 98 · FAIRHOPE, AL 36532 | Legal | $11,821 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -0.83% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $11,240 | $2,291+390.7% | $3,323+238.2% | $1,899+492.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |