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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 26 2200 CENTURY PKWY · ATLANTA, GA 30345 | Advisory (Participants) | $25,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,006 |
Filed as: MORGAN STANLEY Service code 26 · EIN 76-9143455 | Advisory (Participants) | $4,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,716 | $52,188-69.9% | $86,656-81.9% | $74,473-78.9% |
| Participation rate | 18.5% | 66.3%-47.9pp | 71.7%-53.3pp | 70.7%-52.3pp |
| Annual return | 34.20% | 44.46%-10.3pp | 593.09%-558.9pp | 34.36%-0.2pp |
| Employer contribution / active EE | $556 | $2,282-75.6% | $3,025-81.6% | $2,638-78.9% |
| Participant deferral / active EE | $1,070 | $3,383-68.4% | $4,439-75.9% | $4,530-76.4% |
| Admin fee / account holder | $304 | $319-4.7% | $5,619-94.6% | $347-12.5% |