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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 PC3 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $2,685 |
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 | $3,892 | $66,650-94.2% | $92,915-95.8% | $67,582-94.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 2.80% | 92.64%-89.8pp | 109.45%-106.6pp | 378.57%-375.8pp |
| Employer contribution / active EE | $575 | $2,777-79.3% | $3,653-84.3% | $2,148-73.2% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $63 | $199-68.4% | $5,796-98.9% | $142-55.8% |