Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC4+ years Filed as: WARREN AVERETT ASSET MGMT Service code 15 · EIN 63-1229657 | Recordkeeping | $30,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,397 | $41,467-53.2% | $67,313-71.2% | $55,725-65.2% |
| Participation rate | 42.1% | 62.5%-20.4pp | 69.1%-27.0pp | 70.9%-28.8pp |
| Annual return | 33.39% | 0.82%+32.6pp | -4.08%+37.5pp | 244.93%-211.5pp |
| Employer contribution / active EE | $1,082 | $1,316-17.8% | $2,566-57.8% | $2,078-47.9% |
| Participant deferral / active EE | $1,821 | $2,399-24.1% | $3,568-49.0% | $3,356-45.7% |
| Admin fee / account holder | $19 | $102-81.8% | $4,507-99.6% | $115-83.9% |