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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $18,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,800 | $80,177-87.8% | $123,894-92.1% | $57,658-83.0% |
| Participation rate | 47.4% | 74.4%-27.1pp | 81.4%-34.0pp | 70.2%-22.9pp |
| Annual return | 38.29% | 17.90%+20.4pp | 47.52%-9.2pp | 5.13%+33.2pp |
| Employer contribution / active EE | $559 | $2,913-80.8% | $4,617-87.9% | $1,974-71.7% |
| Participant deferral / active EE | $1,156 | $5,130-77.5% | $5,984-80.7% | $3,061-62.2% |
| Admin fee / account holder | $119 | $106+11.8% | $8,357-98.6% | $95+25.7% |