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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $92,979 |
KUSHNER LAGRAIZE, LLC1+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $26,094 |
GULF COAST BANK & TRUST COMPANY1+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE · NEW ORLEANS, LA 70130 | Recordkeeping | $13,032 |
THE HASLAUER GROUP, INC.1+ years Service code 15 · EIN 72-1487108 700 HICKORY AVE. · HARAHAN, LA 70123 | Recordkeeping | $10,160 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,914 | $44,425+30.4% | $67,834-14.6% | $55,167+5.0% |
| Participation rate | 94.0% | 59.7%+34.3pp | 68.8%+25.2pp | 69.0%+25.0pp |
| Annual return | -3.18% | 17.80%-21.0pp | 138.47%-141.7pp | 169.23%-172.4pp |
| Employer contribution / active EE | $3,976 | $1,351+194.2% | $2,403+65.4% | $1,963+102.6% |
| Participant deferral / active EE | $2,413 | $2,166+11.4% | $3,160-23.6% | $3,054-21.0% |
| Admin fee / account holder | $1,353 | $530+155.1% | $4,622-70.7% | $504+168.5% |