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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN URANN SPENCER ET AL Service code 29 · EIN 72-0999672 | Legal | $41,618 |
STEFANIE STRICKLIN1+ years Service code 30 2126 OAK PARK BLVD · LAKE CHARLES, LA 70601 | Employee (plan); Direct payment from ... | $30,938 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $15,780 |
Filed as: OSBORN CARREIRO & ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $7,000 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 56-6593356 | Securities Custodian | $6,532 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | -4.94% | 3.93%-8.9pp | 4.74%-9.7pp | 4.16%-9.1pp |
| Employer contribution / active EE | $2,159 | $47,405-95.4% | $36,089-94.0% | $42,918-95.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |