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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,457 | $61,172-11.0% | $185,851-70.7% | $79,389-31.4% |
| Participation rate | 47.7% | 66.6%-19.0pp | 81.7%-34.0pp | 70.7%-23.1pp |
| Annual return | 18.09% | 19.45%-1.4pp | 122.11%-104.0pp | 116.89%-98.8pp |
| Employer contribution / active EE | $431 | $2,321-81.4% | $5,168-91.7% | $2,428-82.3% |
| Participant deferral / active EE | $1,590 | $2,788-43.0% | $5,569-71.4% | $4,046-60.7% |
| Admin fee / account holder | $25 | $710-96.5% | $16,245-99.8% | $626-96.0% |