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.
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 | $40,532 | $52,967-23.5% | $172,753-76.5% | $65,186-37.8% |
| Participation rate | 52.1% | 66.2%-14.1pp | 82.6%-30.5pp | 70.2%-18.1pp |
| Annual return | 22.98% | 30.12%-7.1pp | 803.00%-780.0pp | 29.39%-6.4pp |
| Employer contribution / active EE | $372 | $2,190-83.0% | $5,144-92.8% | $2,177-82.9% |
| Participant deferral / active EE | $1,453 | $2,471-41.2% | $5,198-72.0% | $3,514-58.6% |
| Admin fee / account holder | $20 | $472-95.7% | $13,956-99.9% | $847-97.6% |