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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK5+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $299,863 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $18,320 |
HEARD MCELROY & VESTAL, LLC4 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 | $232,155 | $52,967+338.3% | $172,753+34.4% | $65,186+256.1% |
| Participation rate | 99.6% | 66.2%+33.4pp | 82.6%+16.9pp | 70.2%+29.4pp |
| Annual return | 21.42% | 30.12%-8.7pp | 803.00%-781.6pp | 29.39%-8.0pp |
| Employer contribution / active EE | $8,268 | $2,190+277.5% | $5,144+60.7% | $2,177+279.8% |
| Participant deferral / active EE | $5,160 | $2,471+108.8% | $5,198-0.7% | $3,514+46.9% |
| Admin fee / account holder | $921 | $472+95.2% | $13,956-93.4% | $847+8.8% |