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| Provider | Service type | Compensation |
|---|---|---|
DARNALL SIKES & FREDERICK3 years Service code 10 · EIN 72-0738838 | Accounting | $17,499 |
Service code 10 · EIN 20-8102502 | Accounting | $11,000 |
BROUSSARD POCHE' LLP3 years Service code 34 4112 W. CONGRESS ST. · LAFAYETTE, LA 70506 | Valuation (appraisals, etc.); Direct ... | $8,000 |
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 | $141,792 | $76,367+85.7% | $93,614+51.5% | $72,983+94.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 5.11% | 25.82%-20.7pp | 32.76%-27.6pp | 81.01%-75.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,411 | $6,838-64.7% | $7,889-69.4% | $5,124-52.9% |