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| Provider | Service type | Compensation |
|---|---|---|
TERRI GILLMAN4 years Filed as: TERRI NEFF Service code 30 · EIN 72-0562245 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $68,750 |
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) | $61,901 |
REBECCA HALEY2 years Filed as: REBECCA L NEFF Service code 30 · EIN 72-0562245 2061 BEAUMONT DR · BATON ROUGE, LA 70806 | Employee (plan) | $47,270 |
JEREMY PALMER9+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE C · BATON ROUGE, LA 70810 | Accounting | $22,125 |
TED SOILEAU, CPA, LLC9+ years Service code 10 · EIN 45-1621265 429 GOVERNMENT STREET · BATON ROUGE, LA 70802 | Accounting | $17,585 |
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 LOCKWOOD9+ years Service code 29 · EIN 72-1260484 7901 WRENWOOD BLVD, STE A · BATON ROUGE, LA 70809 | Legal | $7,914 |
AETNA LIFE INSURANCE COMPANY7 years Service code 13 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Contract Administrator | $6,451 |
VINCE COMEAUX9+ years Service code 16 · EIN 72-1256163 140 W MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $2,475 |
PERCY J. COMEAUX2 years Filed as: PERCY J COMEAUX Service code 16 · EIN 72-1256163 140 W MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $1,500 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 15.81% | 146.80%-131.0pp | 20.18%-4.4pp | 22.81%-7.0pp |
| Employer contribution / active EE | $12,053 | $13,016-7.4% | $29,108-58.6% | $18,290-34.1% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |