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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES2+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P.O. BOX 5606 · SHREVEPORT, LA 71135 | Recordkeeping | $14,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,493 | $63,924-44.5% | $108,582-67.3% | $55,167-35.7% |
| Participation rate | 54.2% | 74.3%-20.1pp | 79.6%-25.3pp | 69.0%-14.7pp |
| Annual return | 5.84% | 15.31%-9.5pp | -51.70%+57.5pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,312 | $1,879+23.0% | $3,758-38.5% | $1,963+17.8% |
| Participant deferral / active EE | $1,936 | $3,067-36.9% | $4,311-55.1% | $3,054-36.6% |
| Admin fee / account holder | $114 | $618-81.5% | $7,645-98.5% | $504-77.4% |