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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 600 UNIVERSITY PARK PLACE, SUITE 50 · BIRMINGHAM, AL 35209 | Recordkeeping | $4,170 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,863 | $121,341-79.5% | $189,537-86.9% | $79,391-68.7% |
| Participation rate | 75.0% | 86.1%-11.1pp | 87.8%-12.8pp | 70.7%+4.3pp |
| Annual return | 23.11% | 21.08%+2.0pp | 555.34%-532.2pp | 116.88%-93.8pp |
| Employer contribution / active EE | $3,692 | $3,915-5.7% | $6,161-40.1% | $2,428+52.1% |
| Participant deferral / active EE | $5,055 | $6,395-21.0% | $8,220-38.5% | $4,046+24.9% |
| Admin fee / account holder | $12 | $651-98.2% | $12,048-99.9% | $627-98.1% |