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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $66,570 |
JONES WALKER LLP3 years Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $13,519 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,802 | $53,204-75.9% | $155,556-91.8% | $200,096-93.6% |
| Participation rate | 60.7% | 64.1%-3.4pp | 78.2%-17.5pp | 72.0%-11.3pp |
| Annual return | 13.12% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $881 | $1,850-52.4% | $4,675-81.2% | $3,038-71.0% |
| Participant deferral / active EE | $1,685 | $3,163-46.7% | $5,631-70.1% | $5,090-66.9% |
| Admin fee / account holder | $57 | $186-69.4% | $15,885-99.6% | $269-78.9% |