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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT ASSET MANAGMENT LLC Service code 15 · EIN 63-1229657 | Recordkeeping | $60,581 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,061 | $48,576-38.1% | $169,452-82.3% | $56,287-46.6% |
| Participation rate | 72.8% | 65.8%+7.0pp | 77.8%-5.0pp | 69.9%+2.9pp |
| Annual return | -7.67% | -2.51%-5.2pp | 1.83%-9.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,658 | $1,559+6.3% | $4,157-60.1% | $2,111-21.5% |
| Participant deferral / active EE | $3,533 | $3,275+7.9% | $5,277-33.1% | $3,350+5.5% |
| Admin fee / account holder | $470 | $435+7.9% | $9,110-94.8% | $521-9.9% |