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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $12,590 |
Filed as: DARNALL, SIKES, GARDES & FREDERICK Service code 99 2000 KALISTE SALOOM RD STE 300 · LAFAYETTE, LA 70503 | Other Fees | $11,500 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,278 |
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T BOURGEIS LLP Service code 99 2322 TREMONT DR STE 220 · BATON ROUGE, LA 70809 | Other Fees | $4,500 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP INC Service code 13 1800 WILLIAMS BLVD STE C · KENNER, LA 70062 | Contract Administrator | $3,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,868 | $85,515-62.7% | $112,040-71.6% | $67,986-53.1% |
| Participation rate | 48.4% | 68.2%-19.8pp | 76.5%-28.1pp | 57.2%-8.8pp |
| Annual return | 18.43% | 29.68%-11.2pp | 24.52%-6.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $982 | $2,191-55.2% | $2,954-66.8% | $2,019-51.3% |
| Participant deferral / active EE | $2,945 | $4,014-26.6% | $5,098-42.2% | $3,358-12.3% |
| Admin fee / account holder | $193 | $3,774-94.9% | $12,098-98.4% | $3,203-94.0% |