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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $30,777 |
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 | $240,942 | $50,643+375.8% | $106,619+126.0% | $55,167+336.7% |
| Participation rate | 98.6% | 65.6%+33.1pp | 78.0%+20.6pp | 69.0%+29.6pp |
| Annual return | 10.05% | 7.02%+3.0pp | 9.42%+0.6pp | 169.23%-159.2pp |
| Employer contribution / active EE | $7,434 | $1,626+357.2% | $3,947+88.4% | $1,963+278.8% |
| Participant deferral / active EE | $9,291 | $2,208+320.8% | $3,930+136.4% | $3,054+204.2% |
| Admin fee / account holder | $175 | $488-64.2% | $6,418-97.3% | $504-65.3% |