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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $45,140 |
HEARD MCELROY & VESTAL, LLC3+ years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 15 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Recordkeeping | $4,967 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 22 · EIN 59-1199408 | Insurance Broker | $0 |
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 | $25,149 | $36,767-31.6% | $81,473-69.1% | $62,293-59.6% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.00% | 173.80%-155.8pp | 38.78%-20.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,958 | $1,128+162.1% | $2,568+15.2% | $2,042+44.8% |
| Participant deferral / active EE | $2,511 | $2,111+19.0% | $3,537-29.0% | $3,169-20.8% |
| Admin fee / account holder | $196 | $797-75.4% | $4,561-95.7% | $479-59.2% |