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| Provider | Service type | Compensation |
|---|---|---|
TED SOILEAU, CPA, LLC7+ years Service code 10 · EIN 45-1621265 429 GOVERNMENT ST · BATON ROUGE, LA 70802 | Accounting | $663 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2450 SEVERN AVE · METAIRIE, LA 70009 | Legal | $84 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,661-100.0% | $151,628-100.0% | $66,930-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.5%-87.5pp | 69.8%-69.8pp |
| Annual return | -1.74% | -10.81%+9.1pp | 3.34%-5.1pp | 1.57%-3.3pp |
| Employer contribution / active EE | $2,518 | $4,184-39.8% | $6,165-59.2% | $2,545-1.1% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $593-100.0% |