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 | $0 |
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 | $31,390 | $47,977-34.6% | $154,108-79.6% | $56,289-44.2% |
| Participation rate | 55.9% | 66.2%-10.3pp | 83.0%-27.1pp | 69.9%-14.0pp |
| Annual return | -4.26% | 3.54%-7.8pp | 735.21%-739.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $372 | $2,169-82.9% | $5,298-93.0% | $2,111-82.4% |
| Participant deferral / active EE | $1,504 | $2,392-37.1% | $5,081-70.4% | $3,350-55.1% |
| Admin fee / account holder | $23 | $438-94.8% | $13,411-99.8% | $521-95.7% |