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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1602 W PINHOOK RD · LAFAYETTE, LA 70508 | Advisory (Plan) | $26,341 |
PAI1 year Service code 13 1300 ENTERPRISE DR · DE PERE, WA 54115 | Contract Administrator | $17,515 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,307 | $41,647-53.6% | $96,161-79.9% | $86,813-77.8% |
| Participation rate | 79.2% | 50.3%+28.9pp | 68.4%+10.7pp | 72.3%+6.9pp |
| Annual return | 13.38% | 27.24%-13.9pp | 192.01%-178.6pp | 97.93%-84.5pp |
| Employer contribution / active EE | $496 | $1,328-62.7% | $2,798-82.3% | $2,406-79.4% |
| Participant deferral / active EE | $1,517 | $2,412-37.1% | $4,349-65.1% | $4,131-63.3% |
| Admin fee / account holder | $137 | $169-19.4% | $5,538-97.5% | $170-19.5% |