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 | $9,000 |
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.
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 | $29,954 | $46,732-35.9% | $156,551-80.9% | $55,167-45.7% |
| Participation rate | 53.7% | 65.8%-12.1pp | 84.0%-30.3pp | 69.0%-15.2pp |
| Annual return | 6.05% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $380 | $2,105-82.0% | $5,501-93.1% | $1,963-80.6% |
| Participant deferral / active EE | $1,461 | $2,204-33.7% | $4,871-70.0% | $3,054-52.2% |
| Admin fee / account holder | $52 | $418-87.6% | $13,028-99.6% | $504-89.7% |