Filed March 19, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $43,773 | $58,895-25.7% | $178,503-75.5% | $73,497-40.4% |
| Participation rate | 54.8% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 17.32% | 24.86%-7.5pp | 151.12%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $412 | $2,236-81.6% | $5,011-91.8% | $2,270-81.9% |
| Participant deferral / active EE | $1,548 | $2,567-39.7% | $5,202-70.2% | $3,740-58.6% |
| Admin fee / account holder | $18 | $400-95.4% | $13,987-99.9% | $513-96.4% |