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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $137,286 |
ORLEANS CAPITAL MANAGEMENT8+ years Service code 28 P.O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $80,561 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $52,050 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $47,451 |
HANCOCK WHITNEY BANK4 years Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $42,992 |
Filed as: DENNIS G JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN 501 · KENNESAW, GA 30152 | Accounting | $19,425 |
Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $11,503 |
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 | $95,761 | $93,010+3.0% | $96,515-0.8% | $74,460+28.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -5.87% | 37.50%-43.4pp | 35.73%-41.6pp | 34.38%-40.2pp |
| Employer contribution / active EE | $9,628 | $3,427+180.9% | $3,740+157.5% | $2,638+265.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $516 | $633-18.6% | $6,735-92.3% | $348+48.3% |