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| Provider | Service type | Compensation |
|---|---|---|
RITA GORMAN1 year Filed as: RITA ROMERO Service code 30 · EIN 46-1757206 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $57,162 |
TERRI GILLMAN1 year Filed as: TERRI NEFF Service code 30 · EIN 46-1757206 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $57,162 |
TED SOILEAU, CPA, LLC4 years Filed as: TED SOILEAU CPA, LLC Service code 10 · EIN 45-1621265 2133 SILVERSIDE DRIVE, STE C · BATON ROUGE, LA 70808 | Accounting | $33,396 |
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 |
THOMAS LOCKWOOD6+ years Service code 29 · EIN 72-1260484 7901 WRENWOOD BLVD, STE A · BATON ROUGE, LA 70809 | Legal | $7,356 |
JEREMY PALMER6+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE C · BATON ROUGE, LA 70810 | Accounting | $7,200 |
AETNA LIFE INSURANCE COMPANY4 years Service code 13 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Contract Administrator | $6,186 |
PERCY J. COMEAUX6+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $5,700 |
VINCE COMEAUX6+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $1,870 |
RBC WEALTH MANAGEMENT2 years 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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 11.56% | 6.95%+4.6pp | 8.01%+3.5pp | 627.08%-615.5pp |
| Employer contribution / active EE | $9,507 | $11,635-18.3% | $29,476-67.7% | $18,824-49.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |