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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $171,851 |
GULF COAST BANK & TRUST COMPANY10+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE. · NEW ORLEANS, LA 70130 | Recordkeeping | $25,834 |
KUSHNER LAGRAIZE, LLC10+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $14,225 |
THE HASLAUER GROUP, INC.10+ years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,249 | $56,121+66.2% | $92,985+0.3% | $64,340+44.9% |
| Participation rate | 100.0% | 44.9%+55.1pp | 69.5%+30.5pp | 55.2%+44.8pp |
| Annual return | 9.52% | 19.19%-9.7pp | 27.99%-18.5pp | 24.14%-14.6pp |
| Employer contribution / active EE | $9,387 | $1,351+594.7% | $2,662+252.6% | $1,862+404.2% |
| Participant deferral / active EE | $4,027 | $2,362+70.5% | $4,377-8.0% | $2,980+35.1% |
| Admin fee / account holder | $1,585 | $6,869-76.9% | $9,463-83.3% | $3,703-57.2% |