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| 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 | $128,603-100.0% | $197,124-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 86.7%-86.7pp | 57.2%-57.2pp |
| Annual return | -1.54% | 23.77%-25.3pp | 44.34%-45.9pp | 31.67%-33.2pp |
| Employer contribution / active EE | $2,672 | $4,379-39.0% | $6,227-57.1% | $2,019+32.4% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |