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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION NO. 6904+ years Filed as: PLUMBERS AND STEAMFITTERS LOCAL 52 Service code 35 P.O. BOX 211105 · MONTGOMERY, AL 361211105 | Employee (plan sponsor) | $20,627 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,383 | $56,443+108.0% | $83,850+40.0% | $55,725+110.6% |
| Participation rate | 99.3% | 72.0%+27.3pp | 76.1%+23.2pp | 70.9%+28.5pp |
| Annual return | -5.10% | 393.67%-398.8pp | 850.92%-856.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $14,075 | $2,682+424.9% | $3,631+287.6% | $2,078+577.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $331 | $156+111.6% | $5,478-94.0% | $115+187.0% |