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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70009 | Legal | $37,360 |
Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $30,750 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BERWYNCHASE, PA 19312 | Investment Management | $10,587 |
DENNIS G. JENKINS, CPA,LLC5+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,810 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,736 | $81,719-89.3% | $101,271-91.4% | $90,274-90.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.63% | 337.64%-332.0pp | 46.48%-40.9pp | 53.97%-48.3pp |
| Employer contribution / active EE | $1,180 | $3,622-67.4% | $3,660-67.8% | $2,523-53.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $99 | $162-38.6% | $5,948-98.3% | $114-12.9% |