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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES1 year Service code 15 · EIN 72-0684309 2020 E 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $10,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,850 | $66,302-33.9% | $110,243-60.2% | $56,289-22.1% |
| Participation rate | 65.0% | 74.9%-9.9pp | 79.8%-14.8pp | 69.9%-4.8pp |
| Annual return | -6.28% | -1.18%-5.1pp | 314.76%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $690 | $2,047-66.3% | $3,827-82.0% | $2,111-67.3% |
| Participant deferral / active EE | $1,705 | $3,381-49.6% | $4,672-63.5% | $3,350-49.1% |
| Admin fee / account holder | $97 | $698-86.1% | $8,548-98.9% | $521-81.4% |