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| Provider | Service type | Compensation |
|---|---|---|
TED SOILEAU, CPA, LLC1 year Filed as: TED SOILEAU CPA LLC Service code 10 2133 SILVERSIDE DR. STE C · BATON ROUGE, LA 70808 | Accounting | $2,675 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2450 SEVERN AVE · METAIRIE, LA 70009 | Legal | $200 |
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 | $79,523-100.0% | $140,019-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | 2.85% | 2.39%+0.5pp | 651.15%-648.3pp | -9.96%+12.8pp |
| Employer contribution / active EE | $2,592 | $3,350-22.6% | $5,605-53.8% | $2,111+22.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |