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| Provider | Service type | Compensation |
|---|---|---|
TED SOILEAU, CPA, LLC1 year Service code 10 · EIN 45-1421265 | Accounting | $40,029 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $40,000 |
EIC4+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $28,664 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $24,863 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GROUP Service code 27 · EIN 41-1460666 | Advisory (Plan) | $17,789 |
RIDGEWORTH2 years Filed as: KAYNE Service code 27 · EIN 95-4575414 | Advisory (Plan) | $15,812 |
DUMMER LAW GROUP, PLLC1 year Service code 29 · EIN 46-4066516 770 WATER ST · BILOXI, MS 39530 | Legal | $7,382 |
WEDGEWORTH3 years Service code 27 · EIN 43-1468105 | Advisory (Plan) | $5,980 |
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK/WHITNEY Service code 27 · EIN 64-0169065 | Advisory (Plan) | $5,668 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 3.40% | 15.23%-11.8pp | 16.32%-12.9pp | 16.32%-12.9pp |
| Employer contribution / active EE | $10,020 | $24,217-58.6% | $31,806-68.5% | $17,007-41.1% |
| Participant deferral / active EE | $0 | $1,527-100.0% | $211-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |