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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASBESTOS WORKERS LOCAL UNION 55 DEF Service code 99 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Other Fees | $56,034 |
Service code 14 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Plan Administrator | $9,600 |
CERESA M FRENKEL PC6 years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DR · MOBILE, AL 36609 | Accounting | $8,500 |
KIMBERLY C WALKER PC9 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $4,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,461 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,455 | $80,332-92.0% | $107,187-94.0% | $64,097-89.9% |
| Participation rate | 100.0% | 54.4%+45.6pp | 75.0%+25.0pp | 55.2%+44.8pp |
| Annual return | 2.00% | 24.26%-22.3pp | 204.55%-202.5pp | 34.64%-32.6pp |
| Employer contribution / active EE | $832 | $2,501-66.7% | $3,782-78.0% | $1,891-56.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $208 | $4,314-95.2% | $9,162-97.7% | $3,454-94.0% |