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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC6+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $61,213 |
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.
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 | $23,765 | $100,801-76.4% | $149,745-84.1% | $73,412-67.6% |
| Participation rate | 42.3% | 77.7%-35.4pp | 82.5%-40.2pp | 72.2%-29.8pp |
| Annual return | 19.26% | 265.34%-246.1pp | 276.72%-257.5pp | 59.30%-40.0pp |
| Employer contribution / active EE | $1,119 | $3,312-66.2% | $4,646-75.9% | $2,234-49.9% |
| Participant deferral / active EE | $2,295 | $6,404-64.2% | $6,843-66.5% | $3,806-39.7% |
| Admin fee / account holder | $122 | $181-32.6% | $9,312-98.7% | $158-22.8% |