Filed January 9, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $14,500 |
FIIOC5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$30,869 |
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 | $123,510 | $105,173+17.4% | $87,102+41.8% | $77,775+58.8% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.4pp | 73.2%+24.0pp |
| Annual return | 21.77% | 24.52%-2.7pp | 28.19%-6.4pp | 32.58%-10.8pp |
| Employer contribution / active EE | $6,264 | $2,890+116.7% | $2,521+148.4% | $2,504+150.1% |
| Participant deferral / active EE | $5,992 | $5,048+18.7% | $4,048+48.0% | $3,966+51.1% |
| Admin fee / account holder | $21 | $105-79.4% | $7,493-99.7% | $100-78.5% |