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| Provider | Service type | Compensation |
|---|---|---|
THE GARDNER FIRM PC1+ years Service code 29 · EIN 64-0717201 PO BOX 3103 · MOBILE, AL 36652 | Legal | $5,560 |
Filed as: ASBESTOS WORKERS LOCAL UNION 55 Service code 14 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Plan Administrator | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,249 | $57,921-94.4% | $84,753-96.2% | $57,658-94.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.41% | 10.24%-10.6pp | 22.78%-23.2pp | 5.13%-5.5pp |
| Employer contribution / active EE | $372 | $2,598-85.7% | $3,574-89.6% | $1,974-81.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $74 | $130-42.6% | $5,333-98.6% | $95-21.3% |