Filed March 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 72-0684309 2020 E 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $9,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,260 | $46,360-32.6% | $147,617-78.8% | $52,331-40.3% |
| Participation rate | 53.2% | 64.9%-11.7pp | 84.6%-31.4pp | 68.1%-14.9pp |
| Annual return | 0.96% | 1.62%-0.7pp | 61.98%-61.0pp | 4.54%-3.6pp |
| Employer contribution / active EE | $352 | $2,126-83.4% | $5,564-93.7% | $1,882-81.3% |
| Participant deferral / active EE | $1,424 | $2,258-36.9% | $4,895-70.9% | $3,022-52.9% |
| Admin fee / account holder | $52 | $766-93.2% | $11,612-99.6% | $592-91.2% |