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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 200 CRESCENT COURT, STE 900 · DALLAS, TX 75201 | Advisory (Plan) | $44,675 |
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 | $31,486 |
THOMAS LOCKWOOD5+ years Service code 29 · EIN 72-1260484 7901 WRENWOOD BLVD., STE A · BATON ROUGE, LA 70809 | Legal | $19,745 |
Filed as: OSBORN, CARREIRO, AND ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE, STE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,000 |
JEREMY PALMER5+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE C · BATON ROUGE, LA 70810 | Accounting | $6,815 |
AETNA LIFE INSURANCE COMPANY3 years Service code 13 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Contract Administrator | $6,149 |
VINCE COMEAUX5+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $1,870 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 100 CRESCENT COURT, STE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $0 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 2.8%-2.8pp |
| Annual return | 19.64% | 11.52%+8.1pp | 10.56%+9.1pp | 16.32%+3.3pp |
| Employer contribution / active EE | $7,938 | $11,821-32.8% | $30,199-73.7% | $17,007-53.3% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |