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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC3+ years Filed as: WARREN AVERETT ASSET MGMT Service code 15 · EIN 63-1229657 | Recordkeeping | $30,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,262 | $46,297-69.2% | $71,671-80.1% | $62,293-77.1% |
| Participation rate | 37.6% | 60.6%-23.0pp | 68.7%-31.1pp | 69.5%-31.9pp |
| Annual return | 19.31% | 22.32%-3.0pp | 20.65%-1.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $415 | $1,412-70.6% | $2,460-83.1% | $2,042-79.7% |
| Participant deferral / active EE | $1,315 | $2,235-41.2% | $3,438-61.7% | $3,169-58.5% |
| Admin fee / account holder | $23 | $461-95.0% | $5,558-99.6% | $479-95.2% |