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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $143,386 |
ORLEANS CAPITAL MANAGEMENT3+ years Service code 28 · EIN 72-1193530 P. O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $64,800 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Bank Trustee | $40,092 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $39,200 |
AMERICAN FUNDS3+ years Filed as: CAPITAL ONE BANK Service code 19 · EIN 72-0210640 P. O. BOX 8218 · SHREVEPORT, LA 71148 | Securities Custodian | $33,654 |
DENNIS G. JENKINS, CPA,LLC3+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $19,300 |
Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $8,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,260 | $56,443+52.8% | $83,831+2.9% | $55,725+54.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 6.47% | 393.67%-387.2pp | 850.99%-844.5pp | 244.93%-238.5pp |
| Employer contribution / active EE | $4,941 | $2,682+84.3% | $3,631+36.1% | $2,078+137.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $538 | $156+244.1% | $5,479-90.2% | $115+366.7% |