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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC4+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 | Recordkeeping | $33,942 |
BLACK & PINCKARD LLC1 year Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $4,074 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,170 | $59,191-60.9% | $76,767-69.8% | $56,289-58.8% |
| Participation rate | 78.4% | 75.2%+3.2pp | 77.0%+1.4pp | 69.9%+8.5pp |
| Annual return | 0.30% | 6.62%-6.3pp | 2.43%-2.1pp | -9.96%+10.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,074 | $3,255-67.0% | $3,852-72.1% | $3,350-67.9% |
| Admin fee / account holder | $196 | $489-59.9% | $6,675-97.1% | $521-62.4% |