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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEARD, MCELROY & VESTAL, LLC Service code 15 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Recordkeeping | $9,000 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $5,138 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVEST MANGT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
SBHU LIFE AGENCY INC4 years Filed as: SBHU LIFE AGCY, INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,678 | $78,419-80.0% | $133,959-88.3% | $73,412-78.6% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.8%+16.2pp | 72.2%+23.9pp |
| Annual return | 17.44% | 33.35%-15.9pp | 45.09%-27.7pp | 59.30%-41.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,654 | $3,925-57.9% | $5,047-67.2% | $3,806-56.5% |
| Admin fee / account holder | $43 | $161-73.5% | $8,928-99.5% | $158-72.9% |