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 BANK4+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $299,111 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $16,089 |
HEARD MCELROY & VESTAL, LLC3 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 | $188,265 | $47,977+292.4% | $154,108+22.2% | $56,289+234.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.77% | 3.54%-10.3pp | 735.21%-742.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $7,159 | $2,169+230.1% | $5,298+35.1% | $2,111+239.1% |
| Participant deferral / active EE | $4,719 | $2,392+97.3% | $5,081-7.1% | $3,350+40.9% |
| Admin fee / account holder | $871 | $438+98.8% | $13,411-93.5% | $521+67.2% |