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| Provider | Service type | Compensation |
|---|---|---|
DARNALL SIKES & FREDERICK8 years Service code 10 · EIN 72-0738838 | Accounting | $11,491 |
BROUSSARD POCHE' LLP8 years Service code 34 4112 W. CONGRESS ST. · LAFAYETTE, LA 70506 | Valuation (appraisals, etc.); Direct ... | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,105 | $87,059+42.6% | $105,608+17.5% | $80,925+53.4% |
| Participation rate | 58.5% | 70.4%-11.9pp | 75.3%-16.7pp | 67.7%-9.1pp |
| Annual return | 8.97% | 17.05%-8.1pp | 116.50%-107.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $37,522 | $8,443+344.4% | $11,028+240.2% | $6,940+440.6% |