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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DR. · OAKS, PA 19456 | Securities Custodian | $218,338 |
JAMES A. REICHERT1+ years Filed as: JAMES PRATT Service code 30 · EIN 72-0542804 2001 VETERANS BLVD. STE 201 · KENNER, LA 70062 | Employee (plan) | $76,234 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 23-1370698 900 ASHWOOD PARKWAY, STE 170 · ATLANTA, GA 30338 | Actuarial | $75,644 |
TED SOILEAU, CPA, LLC1+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR., STE C · BATON ROUGE, LA 70808 | Accounting | $24,249 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE., STE. 400 · METAIRIE, LA 70009 | Legal | $16,068 |
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DR. · OAKS, PA 19456 | Investment Management | $13,048 |
DIANE FITZBERGER1+ years Filed as: DIANE RODDY Service code 30 · EIN 72-0542804 2001 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Employee (plan) | $4,730 |
KATHERINE VELAZQUEZ1+ years Filed as: KATHERINE C GARCIA Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $2,261 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH R. LOYACANO Service code 20 · EIN 72-0542804 2001 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Trustee (individual) | $1,853 |
CARL IVKA1+ years Filed as: CARL. R. WILSON Service code 20 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Trustee (individual) | $1,782 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.46% | 0.06%-0.5pp | -0.81%+0.3pp | -0.60%+0.1pp |
| Employer contribution / active EE | $7,297 | $14,206-48.6% | $38,425-81.0% | $12,272-40.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |