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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $146,566 |
ORLEANS CAPITAL MANAGEMENT1+ years Service code 28 · EIN 72-1193530 P. O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $58,260 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Bank Trustee | $43,617 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $36,800 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ONE BANK Service code 19 · EIN 72-0210640 P. O. BOX 8218 · SHREVEPORT, LA 71148 | Securities Custodian | $27,283 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $15,510 |
Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $12,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,378 | $57,921+30.1% | $84,753-11.1% | $57,658+30.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.11% | 10.24%-10.4pp | 22.78%-22.9pp | 5.13%-5.2pp |
| Employer contribution / active EE | $4,834 | $2,598+86.0% | $3,574+35.2% | $1,974+144.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $551 | $130+325.1% | $5,333-89.7% | $95+483.2% |