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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT ASSET MGMT Service code 15 · EIN 63-1229657 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Recordkeeping | $30,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $52,525 | $99,957-47.5% | $149,715-64.9% | $73,493-28.5% |
| Participation rate | 23.4% | 75.7%-52.3pp | 82.5%-59.1pp | 70.7%-47.3pp |
| Annual return | 9.73% | 53.87%-44.1pp | 276.66%-266.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $125 | $3,191-96.1% | $4,645-97.3% | $2,270-94.5% |
| Participant deferral / active EE | $3,181 | $6,073-47.6% | $6,842-53.5% | $3,740-14.9% |
| Admin fee / account holder | $543 | $551-1.3% | $9,310-94.2% | $513+5.9% |