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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $99,595 |
KUSHNER LAGRAIZE, LLC3+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $12,500 |
THE HASLAUER GROUP, INC.3+ years Service code 15 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD · KENNER, LA 70062 | Recordkeeping | $8,980 |
GULF COAST BANK & TRUST COMPANY3+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE · NEW ORLEANS, LA 70130 | Recordkeeping | $6,844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,260 | $42,396+56.3% | $67,313-1.6% | $56,289+17.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 11.60% | -36.63%+48.2pp | -4.08%+15.7pp | -9.96%+21.6pp |
| Employer contribution / active EE | $5,009 | $1,414+254.3% | $2,566+95.2% | $2,111+137.2% |
| Participant deferral / active EE | $2,785 | $2,360+18.0% | $3,568-22.0% | $3,350-16.9% |
| Admin fee / account holder | $1,184 | $510+132.3% | $4,507-73.7% | $521+127.2% |