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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 200 CRESCENT COURT, STE. 900 · DALLAS, TX 75201 | Advisory (Plan) | $61,873 |
TED SOILEAU, CPA, LLC4+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR., STE.C · BATON ROUGE, LA 70808 | Accounting | $16,799 |
Filed as: OSOBRN, CARREIRO, AND ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE, STE. 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,000 |
THOMAS LOCKWOOD4+ years Service code 29 · EIN 72-1260484 7901 WRENWOOD BLVD., STE. A · BATON ROUGE, LA 70809 | Legal | $11,347 |
JEREMY PALMER4+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE. C · BATON ROUGE, LA 70810 | Accounting | $6,815 |
AETNA LIFE INSURANCE COMPANY2 years Service code 13 · EIN 06-6033492 151 FARMINGTON AVE, RTTA · HARTFORD, CT 06156 | Contract Administrator | $6,076 |
PERCY J. COMEAUX4+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $4,250 |
VINCE COMEAUX4+ years Service code 16 · EIN 72-0562245 2209 BELLA RUELLE STREET · NEW IBERIA, LA 70563 | Consulting | $2,362 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.87% | -1.12%-3.8pp | -2.18%-2.7pp | 0.19%-5.1pp |
| Employer contribution / active EE | $7,684 | $12,052-36.2% | $38,751-80.2% | $13,763-44.2% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |