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| Provider | Service type | Compensation |
|---|---|---|
TED SOILEAU, CPA, LLC1+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR · BATON ROUGE, LA 70808 | Accounting | $2,647 |
Filed as: ROBEIN,URANN,SPENCER,PICARD & CANGE Service code 29 · EIN 72-0999672 2450 SEVERN AVE · METAIRIE, LA 70009 | Legal | $841 |
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 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | -1.76% | 13.51%-15.3pp | 29.29%-31.1pp | 5.13%-6.9pp |
| Employer contribution / active EE | $1,539 | $3,161-51.3% | $5,211-70.5% | $1,974-22.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |