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| Provider | Service type | Compensation |
|---|---|---|
WERNTZ & ASSOCIATES3 years Service code 15 · EIN 72-0684309 2020 E 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $8,099 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,129 | $81,494-31.1% | $133,978-58.1% | $73,497-23.6% |
| Participation rate | 66.2% | 76.4%-10.2pp | 79.8%-13.6pp | 70.7%-4.5pp |
| Annual return | 18.72% | 19.40%-0.7pp | 45.10%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $671 | $2,210-69.6% | $3,919-82.9% | $2,270-70.4% |
| Participant deferral / active EE | $1,701 | $3,787-55.1% | $5,047-66.3% | $3,740-54.5% |
| Admin fee / account holder | $51 | $713-92.8% | $8,930-99.4% | $513-90.0% |