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| Provider | Service type | Compensation |
|---|---|---|
ARMADA ADVISORS, INC.1 year Service code 27 · EIN 26-4640626 610 NORTH SPRING STREET · PENSACOLA, FL 32501 | Advisory (Plan) | $77,266 |
CANAL HR, INC.1 year Service code 16 · EIN 46-1197378 POST OFFICE BOX 8798 · METAIRIE, LA 70011 | Consulting | $17,550 |
Service code 10 · EIN 59-2922169 900 NORTH 12TH AVENUE · PENSACOLA, LA 32501 | Accounting | $11,500 |
Service code 10 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 70179 | Accounting | $9,815 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,259 | $75,388-18.7% | $123,553-50.4% | $55,725+9.9% |
| Participation rate | 36.2% | 75.7%-39.5pp | 82.3%-46.1pp | 70.9%-34.7pp |
| Annual return | -6.24% | 4.48%-10.7pp | 119.21%-125.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $835 | $3,063-72.7% | $4,628-82.0% | $2,078-59.8% |
| Participant deferral / active EE | $1,928 | $5,651-65.9% | $6,426-70.0% | $3,356-42.5% |
| Admin fee / account holder | $450 | $120+276.2% | $9,284-95.1% | $115+291.1% |