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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 27 · EIN 63-1229657 | Advisory (Plan) | $45,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,883 |
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 | $134,864 | $100,801+33.8% | $149,730-9.9% | $73,412+83.7% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.5%+14.1pp | 72.2%+24.4pp |
| Annual return | 14.77% | 265.34%-250.6pp | 276.70%-261.9pp | 59.30%-44.5pp |
| Employer contribution / active EE | $3,299 | $3,312-0.4% | $4,645-29.0% | $2,234+47.7% |
| Participant deferral / active EE | $9,224 | $6,404+44.0% | $6,843+34.8% | $3,806+142.4% |
| Admin fee / account holder | $178 | $181-1.6% | $9,310-98.1% | $158+12.7% |