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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $93,027 |
KUSHNER LAGRAIZE, LLC2+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $20,652 |
GULF COAST BANK & TRUST COMPANY2+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE · NEW ORLEANS, LA 70130 | Recordkeeping | $13,372 |
THE HASLAUER GROUP, INC.2+ years Service code 15 · EIN 72-1487108 700 HICKORY AVE. · HARAHAN, LA 70123 | Recordkeeping | $8,784 |
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.
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 | $66,934 | $46,297+44.6% | $71,671-6.6% | $62,293+7.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 6.21% | 22.32%-16.1pp | 20.65%-14.4pp | 28.90%-22.7pp |
| Employer contribution / active EE | $4,776 | $1,412+238.3% | $2,460+94.1% | $2,042+133.8% |
| Participant deferral / active EE | $2,734 | $2,235+22.3% | $3,438-20.5% | $3,169-13.7% |
| Admin fee / account holder | $1,350 | $461+193.0% | $5,558-75.7% | $479+181.6% |