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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT ASSET MANAGEMENT LLC Service code 15 · EIN 62-1229657 | Recordkeeping | $29,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $44,756 | $59,584-24.9% | $86,615-48.3% | $79,391-43.6% |
| Participation rate | 60.2% | 67.7%-7.5pp | 71.6%-11.5pp | 70.7%-10.5pp |
| Annual return | 8.35% | 23.15%-14.8pp | 63.51%-55.2pp | 116.88%-108.5pp |
| Employer contribution / active EE | $701 | $1,768-60.3% | $2,496-71.9% | $2,428-71.1% |
| Participant deferral / active EE | $1,501 | $3,036-50.6% | $3,699-59.4% | $4,046-62.9% |
| Admin fee / account holder | $388 | $604-35.7% | $5,830-93.3% | $627-38.0% |