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 | $3,370 |
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 | $33,974 | $55,453-38.7% | $170,435-80.1% | $62,293-45.5% |
| Participation rate | 56.9% | 66.4%-9.5pp | 83.6%-26.7pp | 69.5%-12.6pp |
| Annual return | 16.73% | 21.38%-4.6pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $358 | $2,164-83.5% | $5,432-93.4% | $2,042-82.5% |
| Participant deferral / active EE | $1,459 | $2,303-36.7% | $4,939-70.5% | $3,169-54.0% |
| Admin fee / account holder | $24 | $455-94.7% | $13,881-99.8% | $479-95.0% |