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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 26 · EIN 63-1229657 | Advisory (Participants) | $12,600 |
BENEFIT CONSULTANTS GROUP1+ years Filed as: WA BENEFIT CONSULTANTS, LLC Service code 15 · EIN 63-1239856 | Recordkeeping | $4,184 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,904 | $72,177-75.2% | $115,038-84.4% | $59,633-70.0% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | -0.61% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $10,128 | $2,841+256.5% | $4,608+119.8% | $2,203+359.8% |
| Participant deferral / active EE | $6,451 | $4,783+34.9% | $6,026+7.0% | $3,192+102.1% |
| Admin fee / account holder | $140 | $4,927-97.2% | $8,175-98.3% | $4,297-96.7% |