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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC3+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $33,260 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,354 | $155,795-92.7% | $136,298-91.7% | $69,631-83.7% |
| Participation rate | 31.1% | 75.2%-44.1pp | 81.9%-50.8pp | 70.7%-39.6pp |
| Annual return | 32.04% | 232464.33%-232432.3pp | 5156.27%-5124.2pp | 27571.02%-27539.0pp |
| Employer contribution / active EE | $678 | $2,991-77.3% | $4,696-85.6% | $2,032-66.6% |
| Participant deferral / active EE | $1,546 | $5,394-71.3% | $6,247-75.3% | $3,224-52.0% |
| Admin fee / account holder | $127 | $128-1.0% | $9,244-98.6% | $110+14.9% |