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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 | $121,671-100.0% | $211,142-100.0% | $64,340-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 87.3%-87.3pp | 55.2%-55.2pp |
| Annual return | -1.54% | 21.43%-23.0pp | 46.84%-48.4pp | 24.14%-25.7pp |
| Employer contribution / active EE | $2,672 | $4,066-34.3% | $6,442-58.5% | $1,862+43.5% |
| Participant deferral / active EE | $0 | $6,049-100.0% | $9,284-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $19,076-100.0% | $3,703-100.0% |