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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $25,065 |
Filed as: ONE AMERICA Service code 26 | Advisory (Participants) | $10,161 |
HANNIS T. BOURGEOIS, LLP2+ years Filed as: HANNIS T. BOURGEOIS Service code 10 2322 TREMONT DRIVE · BATON ROUGE, LA 70809 | Accounting | $8,900 |
SENTINEL PENSION LLC1+ years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $5,329 |
Filed as: ONEAMERICA SECURITIES Service code 26 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46282 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,937 | $42,546-43.7% | $71,796-66.7% | $55,167-56.6% |
| Participation rate | 62.8% | 59.1%+3.7pp | 69.1%-6.3pp | 69.0%-6.2pp |
| Annual return | 4.32% | 12.36%-8.0pp | 78.04%-73.7pp | 169.23%-164.9pp |
| Employer contribution / active EE | $471 | $803-41.4% | $1,924-75.5% | $1,963-76.0% |
| Participant deferral / active EE | $2,812 | $2,064+36.2% | $2,794+0.6% | $3,054-7.9% |
| Admin fee / account holder | $207 | $650-68.2% | $4,815-95.7% | $504-59.0% |