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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $113,081 |
GULF COAST BANK & TRUST COMPANY4+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE · NEW ORLEANS, LA 70130 | Recordkeeping | $16,163 |
KUSHNER LAGRAIZE, LLC4+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $12,859 |
THE HASLAUER GROUP, INC.4+ years Service code 15 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD · KENNER, LA 70062 | Recordkeeping | $8,780 |
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.
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 | $70,487 | $47,922+47.1% | $75,901-7.1% | $65,185+8.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 0.10% | 24.12%-24.0pp | 30.76%-30.7pp | 29.38%-29.3pp |
| Employer contribution / active EE | $5,817 | $1,557+273.6% | $2,501+132.6% | $2,177+167.2% |
| Participant deferral / active EE | $3,115 | $2,550+22.2% | $3,603-13.5% | $3,514-11.3% |
| Admin fee / account holder | $1,242 | $532+133.7% | $5,420-77.1% | $847+46.6% |