Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TED SOILEAU, CPA, LLC8 years Filed as: TED SOILEAU CPA LLC Service code 10 · EIN 45-1621265 429 GOVERNMENT ST · BATON ROUGE, LA 70802 | Accounting | $2,683 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2450 SEVERN AVE · METAIRIE, LA 70009 | Legal | $1,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,335-100.0% | $214,702-100.0% | $65,306-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 87.5%-87.5pp | 57.7%-57.7pp |
| Annual return | -1.54% | 22.64%-24.2pp | 54.55%-56.1pp | 21.94%-23.5pp |
| Employer contribution / active EE | $2,672 | $3,806-29.8% | $6,461-58.6% | $1,967+35.8% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $5,028-100.0% | $19,830-100.0% | $3,480-100.0% |