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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $137,039 |
ORLEANS CAPITAL MANAGEMENT6+ years Service code 28 · EIN 72-1193530 P. O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $78,917 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Bank Trustee | $44,933 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $44,000 |
HANCOCK WHITNEY BANK2 years Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $41,544 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN STE 501 · KENNESAW, GA 30152 | Accounting | $17,350 |
Filed as: ROBEIN, URANN, SPENCER, & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $9,620 |
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 | $104,819 | $78,275+33.9% | $109,163-4.0% | $86,813+20.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 26.71% | 19.14%+7.6pp | 25.75%+1.0pp | 97.93%-71.2pp |
| Employer contribution / active EE | $4,749 | $3,105+53.0% | $3,723+27.6% | $2,406+97.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $534 | $198+169.1% | $6,754-92.1% | $170+214.9% |