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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC5+ years Filed as: WARREN AVERETT ASSET MGMT Service code 15 · EIN 63-1229657 | Recordkeeping | $24,362 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,560 |
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).
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 | $18,197 | $46,423-60.8% | $75,900-76.0% | $67,582-73.1% |
| Participation rate | 26.3% | 63.1%-36.8pp | 69.3%-43.0pp | 71.3%-45.0pp |
| Annual return | 26.44% | 32.29%-5.8pp | 30.73%-4.3pp | 378.57%-352.1pp |
| Employer contribution / active EE | $540 | $1,406-61.6% | $2,501-78.4% | $2,148-74.9% |
| Participant deferral / active EE | $1,150 | $2,564-55.1% | $3,604-68.1% | $3,539-67.5% |
| Admin fee / account holder | $132 | $132-0.1% | $5,421-97.6% | $142-7.5% |