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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK2+ years Filed as: WHITNEY BANK Service code 28 · EIN 64-0169065 228 ST. CHARLES AVENUE · NEW ORLEANS, LA 70130 | Investment Management | $228,468 |
TED SOILEAU, CPA, LLC2+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DRIVE, SUITE C · BATON ROUGE, LA 70808 | Accounting | $25,739 |
Filed as: OSBORN, CARREIRO, AND ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE, SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,000 |
THOMAS LOCKWOOD2+ years Service code 29 · EIN 72-1260484 7884 OFFICE PARK BLVD. · BATON ROUGE, LA 70809 | Legal | $9,232 |
JEREMY PALMER2+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, SUITE 2C · BATON ROUGE, LA 70810 | Accounting | $6,815 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETHA LIFE INSURANCE COMPANY Service code 13 · EIN 06-6033492 151 FARMINGTON AVENUE, RTTA · HARTFORD, CT 06156 | Contract Administrator | $5,951 |
PERCY J. COMEAUX2+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $4,250 |
VINCE COMEAUX2+ years Service code 16 · EIN 72-0562245 2209 BELLE RUELLE STREET · NEW IBERIA, LA 70563 | Consulting | $3,681 |
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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 | $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 | 5.74% | 5.13%+0.6pp | 4.74%+1.0pp | 7.18%-1.4pp |
| Employer contribution / active EE | $5,953 | $14,689-59.5% | $36,089-83.5% | $13,095-54.5% |
| 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% |