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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809 | Accounting | $3,000 |
SENTINEL PENSION LLC5 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $2,028 |
NATIONWIDE5 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $1,979 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $1,370 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 26 | Advisory (Participants) | $514 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,836 | $61,787-51.7% | $97,197-69.3% | $80,925-63.1% |
| Participation rate | 96.5% | 63.5%+33.0pp | 72.7%+23.8pp | 67.7%+28.9pp |
| Annual return | 9.55% | -558.16%+567.7pp | 75.47%-65.9pp | 35.65%-26.1pp |
| Employer contribution / active EE | $581 | $1,836-68.3% | $2,723-78.6% | $2,756-78.9% |
| Participant deferral / active EE | $2,100 | $3,027-30.6% | $4,263-50.7% | $4,299-51.2% |
| Admin fee / account holder | $109 | $5,170-97.9% | $5,637-98.1% | $6,940-98.4% |