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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 | $5,000 |
KIMBERLY C WALKER PC2 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $3,278 |
Employer contribution per participant 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 | $4,298 | $56,443-92.4% | $83,831-94.9% | $55,725-92.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 5.95% | 393.67%-387.7pp | 850.99%-845.0pp | 244.93%-239.0pp |
| Employer contribution / active EE | $497 | $2,682-81.5% | $3,631-86.3% | $2,078-76.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $74 | $156-52.7% | $5,479-98.7% | $115-35.9% |