Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THIBODEAUX, HEBERT, DESHOTELS & LEB Service code 10 · EIN 20-8102502 935 CAMELLIA BOULEVARD · LAFAYETTE, LA 70508 | Accounting | $11,764 |
DUGAS, SOILEAU & BREAUX, L.L.C.1+ years Service code 13 · EIN 20-5338510 P.O. DRAWER 307 · CROWLEY, LA 705270307 | Contract Administrator | $10,575 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 86-0206507 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $8,627 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 2 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,350 | $37,117-66.7% | $147,617-91.6% | $55,191-77.6% |
| Participation rate | 84.5% | 63.6%+20.8pp | 84.6%-0.2pp | 69.2%+15.3pp |
| Annual return | 0.99% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $247 | $1,620-84.7% | $5,565-95.6% | $1,899-87.0% |
| Participant deferral / active EE | $1,107 | $1,985-44.3% | $4,895-77.4% | $3,046-63.7% |
| Admin fee / account holder | $73 | $86-14.3% | $11,611-99.4% | $91-19.2% |