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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $151,300 |
ORLEANS CAPITAL MANAGEMENT4+ years Service code 28 · EIN 72-1193530 P. O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $66,987 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Bank Trustee | $42,412 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $41,600 |
AMERICAN FUNDS4+ years Filed as: CAPITAL ONE BANK Service code 19 · EIN 72-0210640 P. O. BOX 8218 · SHREVEPORT, LA 71148 | Securities Custodian | $35,054 |
DENNIS G. JENKINS, CPA,LLC4+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $16,040 |
Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $9,259 |
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 | $90,046 | $66,601+35.2% | $92,909-3.1% | $67,579+33.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.15% | 92.58%-88.4pp | 109.44%-105.3pp | 378.56%-374.4pp |
| Employer contribution / active EE | $5,004 | $2,775+80.3% | $3,653+37.0% | $2,148+133.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $556 | $199+179.8% | $5,795-90.4% | $142+291.1% |