Filed December 22, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT COMPANIES, LLC Service code 13 · EIN 45-4084397 | Contract Administrator | $26,270 |
REGIONS BANK1 year Filed as: REGIONS Service code 64 · EIN 63-0371391 | Recordkeeping Fees | $9,482 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,566 | $47,553+84.1% | $136,867-36.0% | $69,733+25.6% |
| Participation rate | 87.3% | 61.4%+26.0pp | 74.5%+12.8pp | 62.5%+24.9pp |
| Annual return | 9.25% | -91.50%+100.7pp | 42.97%-33.7pp | 15.22%-6.0pp |
| Employer contribution / active EE | $2,117 | $2,087+1.4% | $3,547-40.3% | $2,250-5.9% |
| Participant deferral / active EE | $2,787 | $2,300+21.2% | $4,924-43.4% | $3,054-8.8% |
| Admin fee / account holder | $172 | $3,496-95.1% | $10,340-98.3% | $3,102-94.5% |