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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 26 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Advisory (Participants) | $6,401 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $4,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,764 | $72,177-86.5% | $115,038-91.5% | $59,633-83.6% |
| Participation rate | 61.7% | 72.6%-10.8pp | 81.4%-19.6pp | 68.7%-6.9pp |
| Annual return | -2.44% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,379 | $2,841-51.5% | $4,608-70.1% | $2,203-37.4% |
| Participant deferral / active EE | $2,820 | $4,783-41.0% | $6,026-53.2% | $3,192-11.6% |
| Admin fee / account holder | $129 | $4,927-97.4% | $8,175-98.4% | $4,297-97.0% |