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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1 year Filed as: SEI INVESTMENT Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DR. · OAKS, PA 19456 | Securities Custodian | $228,295 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 23-1370698 900 ASHWOOD PARKWAY, STE 170 · ATLANTA, GA 30338 | Actuarial | $92,083 |
JAMES A. REICHERT1 year Filed as: JAMES W. PRATT Service code 30 · EIN 72-0542804 2001 VETERANS BLVD. STE 201 · KENNER, LA 720542804 | Employee (plan) | $77,024 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE., STE. 400 · METAIRIE, LA 70009 | Legal | $21,848 |
TED SOILEAU, CPA, LLC2+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR., STE C · BATON ROUGE, LA 70808 | Accounting | $17,109 |
WILMINGTON TRUST1 year Filed as: SEI PRIVACY TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DR. · OAKS, PA 19456 | Investment Management | $12,555 |
DIANE FITZBERGER2+ years Filed as: DIANE RODDY Service code 30 · EIN 72-0542804 2011 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Employee (plan) | $7,793 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH R. LOYACANO Service code 20 · EIN 72-0542804 2001 VETERANS BLVD ., STE 201 · KENNER, LA 70062 | Trustee (individual) | $1,478 |
CARL IVKA1 year Filed as: CARL R. WILSON Service code 20 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Trustee (individual) | $1,476 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.05% | 5.13%+0.9pp | 4.74%+1.3pp | 7.18%-1.1pp |
| Employer contribution / active EE | $1,980 | $14,689-86.5% | $36,089-94.5% | $13,095-84.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |