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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 72-0738838 | Accounting | $30,014 |
Service code 10 · EIN 20-8102502 | Accounting | $20,500 |
BROUSSARD POCHE' LLP1 year Service code 34 4112 W. CONGRESS ST. · LAFAYETTE, LA 70506 | Direct payment from the plan; Valuati... | $8,000 |
JONES WALKER LLP1 year Filed as: JONES WALKER Service code 17 201 ST. CHARLES ST. SUITE 1500 · NEW ORLEANS, LA 70170 | Pension Consulting | $7,800 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,628 | $67,411+90.8% | $91,004+41.3% | $70,126+83.4% |
| Participation rate | 92.9% | 71.4%+21.5pp | 75.6%+17.3pp | 69.5%+23.3pp |
| Annual return | 6.59% | -40.16%+46.8pp | 4.60%+2.0pp | 73.15%-66.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $626 | $4,236-85.2% | $5,417-88.5% | $4,645-86.5% |