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| Provider | Service type | Compensation |
|---|---|---|
BROUSSARD POCHE' LLP3 years Filed as: BROUSSARD POCHE, LLP Service code 13 P. O. BOX 61400 · LAFAYETTE, LA 705961400 | Contract Administrator | $10,711 |
BKD, LLP1 year Filed as: LAPORTE A PROFESSIONAL ACCOUNTING C Service code 10 111 VETERANS MEMORIAL BLVD, STE 600 · METAIRIE, LA 700053053 | Accounting | $10,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,388 | $63,114-40.8% | $92,915-59.8% | $65,186-42.6% |
| Participation rate | 20.9% | 68.8%-47.9pp | 76.0%-55.2pp | 70.2%-49.3pp |
| Annual return | 14.89% | 28.75%-13.9pp | 109.45%-94.6pp | 29.39%-14.5pp |
| Employer contribution / active EE | $110 | $2,571-95.7% | $3,653-97.0% | $2,177-95.0% |
| Participant deferral / active EE | $1,468 | $3,108-52.8% | $4,238-65.4% | $3,514-58.2% |
| Admin fee / account holder | $258 | $624-58.6% | $5,796-95.5% | $847-69.5% |