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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASBESTOS WORKERS LOCAL UNION 55 Service code 14 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Plan Administrator | $5,417 |
KIMBERLY C WALKER PC1 year Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $976 |
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 | $3,853 | $60,545-93.6% | $92,240-95.8% | $69,631-94.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 6.15% | 19.71%-13.6pp | 176.29%-170.1pp | 27571.02%-27564.9pp |
| Employer contribution / active EE | $519 | $2,633-80.3% | $3,680-85.9% | $2,032-74.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $58 | $145-60.0% | $5,194-98.9% | $110-47.5% |