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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $54,004 |
HEARD MCELROY & VESTAL, LLC4+ years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 15 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Recordkeeping | $5,428 |
RAYMOND JAMES FINANCIAL SERVICES4+ 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 | $22,697 | $33,067-31.4% | $76,523-70.3% | $56,287-59.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -5.48% | 2.72%-8.2pp | -0.27%-5.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,034 | $1,200+69.5% | $2,647-23.2% | $2,111-3.7% |
| Participant deferral / active EE | $2,401 | $2,240+7.2% | $3,835-37.4% | $3,350-28.3% |
| Admin fee / account holder | $187 | $537-65.2% | $4,848-96.1% | $521-64.1% |