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 |
|---|---|---|
REGIONS BANK3+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $294,894 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $18,105 |
HEARD MCELROY & VESTAL, LLC2 years Filed as: HEARD, MCELROY AND VESTAL Service code 10 333 TEXAS ST. · SHREVEORT, LA 71101 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $216,019 | $46,173+367.9% | $170,435+26.7% | $69,631+210.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 16.03% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $7,164 | $1,610+345.1% | $5,432+31.9% | $2,032+252.6% |
| Participant deferral / active EE | $4,792 | $2,080+130.3% | $4,939-3.0% | $3,224+48.6% |
| Admin fee / account holder | $909 | $116+684.2% | $13,881-93.4% | $110+723.4% |