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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK8+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $308,456 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $20,420 |
HEARD MCELROY & VESTAL, LLC7 years Filed as: HEARD, MCELROY AND VESTAL Service code 10 333 TEXAS ST. · SHREVEORT, LA 71101 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,603 | $65,125+246.4% | $143,797+56.9% | $66,949+237.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.20% | -11.13%-4.1pp | -0.04%-15.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $8,553 | $2,362+262.0% | $4,952+72.7% | $2,545+236.0% |
| Participant deferral / active EE | $5,203 | $2,920+78.2% | $5,638-7.7% | $4,239+22.7% |
| Admin fee / account holder | $952 | $503+89.5% | $14,679-93.5% | $594+60.4% |