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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 100 CRESCENT COURT, STE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $70,115 |
RITA GORMAN2 years Filed as: RITA ROMERO Service code 30 · EIN 46-1757206 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $46,397 |
TERRI GILLMAN2 years Filed as: TERRI NEFF Service code 30 · EIN 46-1757206 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $46,397 |
TED SOILEAU, CPA, LLC3 years Filed as: TED SOILEAU CPA LLC Service code 10 · EIN 45-1621265 429 GOVERNMENT STREET · BATON ROUGE, LA 70802 | Accounting | $37,885 |
THOMAS LOCKWOOD7+ years Service code 29 · EIN 72-1260484 7901 WRENWOOD BLVD, STE A · BATON ROUGE, LA 70809 | Legal | $24,218 |
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 PALMER7+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE C · BATON ROUGE, LA 70810 | Accounting | $8,845 |
PERCY J. COMEAUX7+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $8,650 |
AETNA LIFE INSURANCE COMPANY5 years Service code 13 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Contract Administrator | $6,240 |
VINCE COMEAUX7+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $1,070 |
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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 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 13.06% | 17.53%-4.5pp | 11.08%+2.0pp | 11.84%+1.2pp |
| Employer contribution / active EE | $9,890 | $12,005-17.6% | $28,418-65.2% | $17,339-43.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |