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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $129,025 |
ORLEANS CAPITAL MANAGEMENT9+ years Service code 28 P.O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $87,496 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $53,600 |
HANCOCK WHITNEY BANK5 years Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $48,116 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $40,159 |
Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $32,141 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $16,250 |
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 | $100,040 | $82,979+20.6% | $102,383-2.3% | $77,714+28.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.35% | 19.11%-8.8pp | 24.94%-14.6pp | 31.26%-20.9pp |
| Employer contribution / active EE | $10,701 | $3,554+201.1% | $3,870+176.5% | $2,727+292.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $495 | $639-22.5% | $8,391-94.1% | $433+14.2% |