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| Provider | Service type | Compensation |
|---|---|---|
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) | $69,628 |
TERRI GILLMAN3 years Filed as: TERRI NEFF Service code 30 · EIN 72-0562245 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $61,100 |
TED SOILEAU, CPA, LLC8+ years Service code 10 · EIN 45-1621265 429 GOVERNMENT STREET · BATON ROUGE, LA 70802 | Accounting | $34,537 |
RITA GORMAN3 years Filed as: RITA ROMERO Service code 30 · EIN 72-0562245 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $29,040 |
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 |
REBECCA HALEY1 year Filed as: REBECCA L NEFF Service code 30 · EIN 72-0562245 2061 BEAUMONT DR · BATON ROUGE, LA 70806 | Employee (plan) | $15,470 |
JEREMY PALMER8+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE C · BATON ROUGE, LA 70810 | Accounting | $7,280 |
AETNA LIFE INSURANCE COMPANY6 years Service code 13 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Contract Administrator | $6,347 |
PERCY J. COMEAUX1 year Filed as: PERCY J COMEAUX Service code 16 · EIN 72-1256163 140 W MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $5,500 |
VINCE COMEAUX8+ years Service code 16 · EIN 72-1256163 140 W MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $5,009 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -15.61% | -6.78%-8.8pp | -5.85%-9.8pp | 39.82%-55.4pp |
| Employer contribution / active EE | $11,455 | $13,335-14.1% | $31,839-64.0% | $19,980-42.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |