Filed March 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LEON E. WERNTZ & ASSOCIATES, INC.10+ years Service code 15 · EIN 72-0684309 2020 E 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,288 | $55,415+10.6% | $155,509-60.6% | $74,495-17.7% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 17.36% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $392 | $2,267-82.7% | $4,672-91.6% | $2,623-85.0% |
| Participant deferral / active EE | $1,562 | $2,836-44.9% | $5,626-72.2% | $4,346-64.1% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.8% | $1,942-98.8% |