Filed January 30, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC7+ years Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 15 · EIN 63-1239856 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $9,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,588 | $104,336+59.7% | $159,487+4.5% | $86,821+91.9% |
| Participation rate | 96.8% | 77.7%+19.0pp | 82.8%+13.9pp | 72.3%+24.5pp |
| Annual return | 16.82% | 26.32%-9.5pp | 263.71%-246.9pp | 97.94%-81.1pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $7,895 | $6,837+15.5% | $7,354+7.4% | $4,132+91.1% |
| Admin fee / account holder | $9 | $172-94.7% | $10,804-99.9% | $170-94.6% |