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, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $12,600 |
FIIOC6+ years Service code 60 | Sub-TA Fees | $0 |
FIOCC4 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $481,024 | $79,519+504.9% | $95,968+401.2% | $73,415+555.2% |
| Participation rate | 6.9% | 81.2%-74.3pp | 77.1%-70.2pp | 72.2%-65.3pp |
| Annual return | 16.13% | 19.20%-3.1pp | 91.65%-75.5pp | 59.30%-43.2pp |
| Employer contribution / active EE | $2,775 | $2,048+35.5% | $2,542+9.2% | $2,234+24.2% |
| Participant deferral / active EE | $3,892 | $4,138-5.9% | $4,167-6.6% | $3,806+2.3% |
| Admin fee / account holder | $61 | $184-66.9% | $6,798-99.1% | $158-61.4% |