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| Provider | Service type | Compensation |
|---|---|---|
STOKES FAMILY OFFICE LLC2 years Service code 15 1100 POYDRAS STREET · NEW ORLEANS, LA 70163 | Recordkeeping | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,521 | $91,536+71.0% | $130,062+20.3% | $75,177+108.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.87% | -631.62%+649.5pp | -137.37%+155.2pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $465 | $6,780-93.1% | $10,601-95.6% | $5,651-91.8% |