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| Provider | Service type | Compensation |
|---|---|---|
DARNALL SIKES & FREDERICK2 years Service code 10 · EIN 72-0738838 | Accounting | $12,081 |
Service code 10 · EIN 20-8102502 | Accounting | $9,800 |
BROUSSARD POCHE' LLP2 years Service code 34 4112 W. CONGRESS ST. · LAFAYETTE, LA 70506 | Direct payment from the plan; Valuati... | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,357 | $61,660+153.6% | $80,022+95.4% | $64,173+143.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.34% | -0.33%+18.7pp | 11.22%+7.1pp | 7.63%+10.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $364 | $5,417-93.3% | $6,521-94.4% | $4,887-92.6% |