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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 | $62,242+49.8% | $105,582-11.7% | $69,733+33.7% |
| Participation rate | 100.0% | 47.3%+52.7pp | 71.8%+28.2pp | 62.5%+37.5pp |
| Annual return | 9.52% | 15.40%-5.9pp | 18.61%-9.1pp | 15.22%-5.7pp |
| Employer contribution / active EE | $9,387 | $1,558+502.6% | $2,984+214.6% | $2,250+317.1% |
| Participant deferral / active EE | $4,027 | $2,462+63.5% | $4,353-7.5% | $3,054+31.8% |
| Admin fee / account holder | $1,585 | $4,615-65.7% | $12,856-87.7% | $3,102-48.9% |