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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES1+ years Service code 15 · EIN 72-0684309 2020 EAST 70TH STREET, STE 100 · SHREVEPORT, LA 71105 | Recordkeeping | $18,654 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE STRATEGIES Service code 27 · EIN 13-5582869 405 ASHLEY RIDGE BLVD · SHREVEPORT, LA 71106 | Advisory (Plan) | $14,930 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS,CPALLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, STE 501 · KENNESAW, GA 30152 | Accounting | $13,200 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE ST 400 · METAIRIE, LA 70002 | Legal | $10,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,529 | $50,498-87.1% | $75,784-91.4% | $55,191-88.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -3.71% | 1.80%-5.5pp | 9.68%-13.4pp | 10.78%-14.5pp |
| Employer contribution / active EE | $852 | $2,291-62.8% | $3,323-74.4% | $1,899-55.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $150 | $123+22.1% | $5,300-97.2% | $91+65.5% |