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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT WEALTH MANAGEMENT Service code 27 2500 ACTON RD. · BIRMINGHAM, AL 35243 | Advisory (Plan) | $17,475 |
LURIE, LLP1+ years Filed as: LURIE BESIKOF LAPIDUS & COMPANY LLP Service code 11 2501 WAYZATA BOULEVARD · MINNEAPOLIS, MN 55405 | Actuarial | $17,200 |
SIROTE & PERMUTT, PC1+ years Service code 29 2311 HIGHLAND AVENUE SO · BIRMINGHAM, AL 35205 | Legal | $15,762 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,644 | $32,767+45.4% | $219,333-78.3% | $211,396-77.5% |
| Participation rate | 98.3% | 18.8%+79.5pp | 42.3%+56.0pp | 4.3%+94.0pp |
| Annual return | -3.78% | -2.03%-1.8pp | -2.00%-1.8pp | 2.81%-6.6pp |
| Employer contribution / active EE | $8,568 | $9,185-6.7% | $34,470-75.1% | $16,358-47.6% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $328 | $193+69.9% | $5,362-93.9% | $1,639-80.0% |