Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT ASSET MANAGEMENT Service code 26 · EIN 63-1229657 | Advisory (Participants) | $40,814 |
BENEFIT CONSULTANTS GROUP1+ years Filed as: BENEFIT CONSULTANTS LLC Service code 15 · EIN 63-1239856 | Recordkeeping | $4,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $22,592 | $55,182-59.1% | $73,309-69.2% | $55,191-59.1% |
| Participation rate | 52.9% | 73.9%-21.0pp | 74.9%-22.0pp | 69.2%-16.2pp |
| Annual return | 88.66% | 8.55%+80.1pp | 5.67%+83.0pp | 10.78%+77.9pp |
| Employer contribution / active EE | $625 | $1,935-67.7% | $3,237-80.7% | $1,899-67.1% |
| Participant deferral / active EE | $1,309 | $4,641-71.8% | $4,991-73.8% | $3,046-57.0% |
| Admin fee / account holder | $155 | $68+125.7% | $5,635-97.3% | $91+70.3% |