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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 600 UNIVERSITY PARK PLACE, SUITE 50 · BIRMINGHAM, AL 35209 | Recordkeeping | $23,355 |
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.
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 | $24,425 | $69,383-64.8% | $101,264-75.9% | $73,493-66.8% |
| Participation rate | 31.9% | 68.4%-36.5pp | 75.8%-43.9pp | 70.7%-38.8pp |
| Annual return | 20.70% | 18.46%+2.2pp | 46.48%-25.8pp | 28.51%-7.8pp |
| Employer contribution / active EE | $908 | $2,628-65.5% | $3,660-75.2% | $2,270-60.0% |
| Participant deferral / active EE | $1,711 | $3,301-48.2% | $4,370-60.8% | $3,740-54.2% |
| Admin fee / account holder | $168 | $704-76.2% | $5,947-97.2% | $513-67.3% |