Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $845 |
Filed as: NADER HURLEY Service code 26 7054 JEFFERSON HWY · BATON ROUGE, LA 70806 | Advisory (Participants) | $0 |
Filed as: NADER HURLEY WEALTH MANAGEMENT GRP Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,318 | $73,102-43.5% | $123,553-66.6% | $56,289-26.6% |
| Participation rate | 54.1% | 74.3%-20.2pp | 82.3%-28.2pp | 69.9%-15.7pp |
| Annual return | -6.89% | 3.01%-9.9pp | 119.21%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,481 | $2,977-16.7% | $4,628-46.4% | $2,111+17.5% |
| Participant deferral / active EE | $4,334 | $5,423-20.1% | $6,426-32.6% | $3,350+29.4% |
| Admin fee / account holder | $9 | $554-98.5% | $9,284-99.9% | $521-98.4% |