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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,296 | $65,125+95.5% | $143,797-11.5% | $66,949+90.1% |
| Participation rate | 0.0% | 65.2%-65.2pp | 80.3%-80.3pp | 69.8%-69.8pp |
| Annual return | -18.07% | -11.13%-6.9pp | -0.04%-18.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $433 | $2,362-81.7% | $4,952-91.3% | $2,545-83.0% |
| Participant deferral / active EE | $1,678 | $2,920-42.5% | $5,638-70.2% | $4,239-60.4% |
| Admin fee / account holder | $63 | $503-87.5% | $14,679-99.6% | $594-89.4% |