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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $26,592 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,828 | $59,186-49.6% | $76,766-61.1% | $56,287-47.0% |
| Participation rate | 92.7% | 75.2%+17.5pp | 77.0%+15.8pp | 69.9%+22.9pp |
| Annual return | -6.27% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,697 | $1,759+53.4% | $2,485+8.5% | $2,111+27.8% |
| Participant deferral / active EE | $731 | $3,255-77.5% | $3,851-81.0% | $3,350-78.2% |
| Admin fee / account holder | $323 | $489-34.0% | $6,675-95.2% | $521-38.0% |