WARREN AVERETT, LLC
43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served83+18 YoYRank #240 of mapped providers
Assets under administration$38.8B0.0%Market share · rank #387
Fees received$2MMedian $18,208/planSum across Schedule C direct + indirect
Net wins YoY+1831 won · 13 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WARREN AVERETT, LLC plan look like?
Service mix · median fees per plan
Count of plans where WARREN AVERETT, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 63 | $17,000 | |
Other services; Direct payment from the plan; Contract Administrator; Other feesCode 13 | 5 | $23,533 | |
Direct payment from the plan; Other fees; Consulting (general)Code 16 | 4 | $18,625 | |
Other feesCode 99 | 3 | $23,000 | |
Consulting fees; Consulting (pension); Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 2 | $12,000 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 1 | $39,437 | |
Other investment fees and expenses; Direct payment from the plan; Other fees; Custodial (other than securities); Investment managementCode 18 | 1 | $197,000 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $18,208 |
Competitor overlap
Percent of WARREN AVERETT, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WARREN AVERETT, LLC.
| Sponsor | From | Assets |
|---|---|---|
ADECCO, INC.FL · 752370177-006 | FORVIS, LLP | $874M |
IRB HOLDING CORPORATIONGA · 823952653-005 | T ROWE PRICE RPS INC | $596M |
ADTRAN, INCAL · 630918200-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $391M |
MOHAWK CARPET, LLCGA · 582185429-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $251M |
ARTERA SERVICES, LLCGA · 461505840-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $234M |
MCWANE, INC.AL · 630139000-035 | WELLINGTON TRUST COMPANY | $211M |
GALAXY US OPCO INC.MA · 873913943-002 | STRATEGIC ADVISORS, INC. | $194M |
GENON SERVICES, LLCTX · 562368220-010 | FIDELITY INVESTMENTS INSTITUTIONAL | $151M |
AGILYSYS, INC.GA · 340907152-001 | CBIZ RETIREMENT PLAN SERVICES | $138M |
MCWANE, INC.AL · 630139000-001 | (new plan) | $134M |
Plans lost in 2024
Appeared last year under WARREN AVERETT, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TROUTMAN PEPPER HAMILTON SANDERS LLPGA · 580946915-001 | THE VANGUARD GROUP, INC. | $1.1B |
JASPER HOLDINGS, INC.IN · 832826508-002 | FIFTH THIRD BANK RETIREMENT SERVICE | $297M |
AVEANNA HEALTHCAREGA · 371864863-001 | COSURGE CPAS | $204M |
CARRIAGE FUNERAL HOLDINGS, INC.TX · 760339922-001 | CAPFINANCIAL PARTNERS LLC | $91M |
MELITTA NORTH AMERICA, INC.FL · 221732130-001 | (new plan) | $24M |
CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.AFL · 591564790-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $23M |
JL MARINE SYSTEMS, INC.FL · 593548283-001 | FLORIDA RETIREMENT CONSULTANTS | $6M |
MAMMOTH HOLDINGS, LLCGA · 030407534-003 | VOYA RETIREMENT INSURANCE & ANNUITY | $2M |
PRINCE METAL STAMPING USA INC.AL · 200114776-001 | SLAVIC INTEGRATED ADMINISTRATION | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-002 | $9.3B | 35,609 | $32,500 | 5y | 1 |
GLOBAL PAYMENTS INC.GA · 582567903-001 | $2.3B | 18,840 | $17,500 | 3y | 2 |
NRG AFFILIATE SERVICES, INCNJ · 411960764-001 | $2.3B | 17,981 | $14,000 | 8y | 2 |
SHAW INDUSTRIES GROUP, INC.GA · 581032521-002 | $1.7B | 19,575 | $15,550 | 8y | - |
ENCOMPASS HEALTH CORPORATIONAL · 630860407-001 | $1.7B | 39,155 | $26,000 | 10y | 1 |
INTERGRAPH CORPORATIONAL · 630573222-002 | $1.7B | 7,798 | $179,488 | 2y | 2 |
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-007 | $1.3B | 12,209 | $7,800 | 7y | 2 |
SONEPAR MANAGEMENT US, INCSC · 232975775-001 | $1.2B | 13,478 | $61,534 | 8y | 2 |
REGIONS FINANCIAL CORPORATIONAL · 630589368-001 | $1.2B | 11,265 | $33,000 | 9y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $197,000 | 4y | - |
Flag exposure
89.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (43)
Raw Schedule C names collapsed into WARREN AVERETT, LLC.
- AVERETT WARMUS DURKEE
- AVERETT WARMUS DURKEE OSBURN HENNIN
- AVERETT WARMUS DURKEE, PA
- WAREEN AVERETT
- WARREEN AVERETT
- WARREN & BELL CPAS, LLC
- WARREN & TALLENT CPAS PLLC
- WARREN AVERETT
- WARREN AVERETT ASSET MANAGEMENT
- WARREN AVERETT ASSET MANAGEMENT LL
- WARREN AVERETT ASSET MANAGEMENT LLC
- WARREN AVERETT ASSET MANAGMENT LLC
- WARREN AVERETT ASSET MGMT
- WARREN AVERETT ASSET MGMT LLC
- WARREN AVERETT BENEFIT CONSULTANTS
- WARREN AVERETT BENEIT CONSULTANTS
- WARREN AVERETT COMPANIES, LLC
- WARREN AVERETT CPA'S & ADVISORS
- WARREN AVERETT CPAS AND ADVISORS
- WARREN AVERETT LLC
- WARREN AVERETT LLC ATTN ATTP
- WARREN AVERETT WEALTH MANAGEMENT
- WARREN AVERETT, INC
- WARREN AVERETT, LLC
- WARREN AVERETT, LLC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WARREN AVERETT, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.20% | 7.76% | -6.56 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 15 | 18.07% | 1.71% | +16.36 pp |
| Failed to provide benefit | 5 | 6.02% | 0.14% | +5.89 pp |
| Corrective distributions | 25 | 30.12% | 1.76% | +28.36 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WARREN AVERETT, LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).