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| Provider | Service type | Compensation |
|---|---|---|
DARNALL SIKES & FREDERICK4 years Service code 10 · EIN 72-0738838 | Accounting | $16,905 |
JONES WALKER LLP1 year Filed as: JONES WALKER, LLP Service code 29 600 JEFFERSON ST. STE 1600 · LAFAYETTE, LA 70501 | Legal | $8,587 |
BROUSSARD POCHE' LLP4 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 | $140,484 | $81,208+73.0% | $98,907+42.0% | $79,858+75.9% |
| Participation rate | 97.4% | 72.5%+24.9pp | 76.0%+21.4pp | 69.6%+27.8pp |
| Annual return | 5.93% | 60.99%-55.1pp | 196.43%-190.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18,331 | $6,013+204.9% | $6,642+176.0% | $5,306+245.5% |