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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES3+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P.O. BOX 5606 · SHREVEPORT, LA 71135 | Recordkeeping | $21,262 |
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.
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).
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 | $46,311 | $71,192-34.9% | $117,861-60.7% | $62,293-25.7% |
| Participation rate | 47.4% | 74.2%-26.8pp | 79.7%-32.3pp | 69.5%-22.1pp |
| Annual return | 18.89% | 18.66%+0.2pp | 335.11%-316.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,973 | $1,934+2.0% | $3,786-47.9% | $2,042-3.4% |
| Participant deferral / active EE | $1,659 | $3,189-48.0% | $4,482-63.0% | $3,169-47.7% |
| Admin fee / account holder | $180 | $587-69.3% | $8,021-97.8% | $479-62.4% |