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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 1150 S. OLIVE ST. · LOS ANGELES, CA 90015 | Recordkeeping | $16,604 |
CARR, RIGGS & INGRAM, LLC2+ years Filed as: CRI CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 650 OLIVE ST. · SHREVEPORT, LA 71104 | Accounting | $12,000 |
Service code 22 | Insurance Broker | $11,945 |
Service code 15 · EIN 72-0684309 2020 E. 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $4,923 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 611 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,238 | $46,732+67.4% | $156,551-50.0% | $55,167+41.8% |
| Participation rate | 74.6% | 65.8%+8.8pp | 84.0%-9.4pp | 69.0%+5.6pp |
| Annual return | 5.94% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | -$420 | $2,105-119.9% | $5,501-107.6% | $1,963-121.4% |
| Participant deferral / active EE | $1,834 | $2,204-16.8% | $4,871-62.3% | $3,054-39.9% |
| Admin fee / account holder | $583 | $418+39.4% | $13,028-95.5% | $504+15.8% |