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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC5+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 15 · EIN 63-1229657 | Recordkeeping | $42,316 |
BLACK & PINCKARD LLC2 years Filed as: BLACK & PINCKARD, LLC Service code 10 · EIN 26-0079381 | Accounting | $20,084 |
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.)
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.
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 | $24,426 | $65,378-62.6% | $87,103-72.0% | $65,186-62.5% |
| Participation rate | 78.2% | 75.3%+2.8pp | 76.9%+1.3pp | 70.2%+8.0pp |
| Annual return | 1.65% | 31.28%-29.6pp | 28.19%-26.5pp | 29.39%-27.7pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,187 | $3,389-65.0% | $4,049-70.7% | $3,514-66.2% |
| Admin fee / account holder | $357 | $520-31.4% | $7,491-95.2% | $847-57.9% |