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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 1150 S. OLIVE ST. · LOS ANGELES, CA 90015 | Recordkeeping | $15,571 |
CARR, RIGGS & INGRAM, LLC3+ years Filed as: CRI CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 650 OLIVE ST. · SHREVEPORT, LA 71104 | Accounting | $13,000 |
Service code 22 | Insurance Broker | $11,487 |
Service code 15 · EIN 72-0684309 2020 E. 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $6,913 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,662 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 611 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,475 | $55,453+32.5% | $170,435-56.9% | $62,293+18.0% |
| Participation rate | 68.2% | 66.4%+1.8pp | 83.6%-15.4pp | 69.5%-1.3pp |
| Annual return | 13.45% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,111 | $2,303-8.3% | $4,939-57.3% | $3,169-33.4% |
| Admin fee / account holder | $503 | $455+10.6% | $13,881-96.4% | $479+5.0% |