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| Provider | Service type | Compensation |
|---|---|---|
STEFANIE STRICKLIN3+ years Service code 14 3000 HWY 90 EAST, SUITE A · LAKE CHARLES, LA 70615 | Plan Administrator | $32,145 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $16,677 |
Filed as: ROBEIN URANN SPENCER ET AL Service code 29 · EIN 72-0999672 | Legal | $10,725 |
Filed as: OSBORN CARREIRO & ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $7,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | 60.22% | -2.89%+63.1pp | -2.18%+62.4pp | -82.67%+142.9pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |