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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 | $244,983 |
Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY, STE 560 · ATLANTA, GA 30338 | Actuarial | $72,857 |
JAMES A. REICHERT2 years Filed as: JAMES W. PRATT Service code 30 · EIN 72-0542804 2001 VETERANS BLVD. STE 201 · KENNER, LA 70062 | Employee (plan) | $68,983 |
TED SOILEAU, CPA, LLC1 year Filed as: TED SOILEAU CPA LLC Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR., STE C · BATON ROUGE, LA 70808 | Accounting | $17,593 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE., STE. 400 · METAIRIE, LA 70009 | Legal | $15,248 |
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DR. · OAKS, PA 19456 | Investment Management | $13,075 |
DIANE FITZBERGER3+ years Filed as: DIANE RODDY Service code 30 · EIN 72-0542804 2001 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Employee (plan) | $6,595 |
CARL IVKA2 years Filed as: CARL R. WILSON Service code 20 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Trustee (individual) | $661 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.57% | 12.23%+0.3pp | 10.36%+2.2pp | 13.95%-1.4pp |
| Employer contribution / active EE | $7,961 | $18,059-55.9% | $37,738-78.9% | $16,598-52.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |