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| Provider | Service type | Compensation |
|---|---|---|
TED SOILEAU, CPA, LLC4+ years Service code 10 2133 SILVERSIDE DR. · BATON ROUGE, LA 70808 | Accounting | $2,553 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2450 SEVERN AVE · METAIRIE, LA 70009 | Legal | $524 |
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 | $88,515-100.0% | $162,171-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 87.6%-87.6pp | 71.3%-71.3pp |
| Annual return | -9.15% | 27.04%-36.2pp | 115.60%-124.8pp | 378.56%-387.7pp |
| Employer contribution / active EE | $2,151 | $3,563-39.6% | $5,613-61.7% | $2,148+0.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |