Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $122,999 |
GULF COAST BANK & TRUST COMPANY5+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE · NEW ORLEANS, LA 70130 | Recordkeeping | $18,247 |
KUSHNER LAGRAIZE, LLC5+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $13,500 |
THE HASLAUER GROUP, INC.5+ years Service code 15 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD · KENNER, LA 70062 | Recordkeeping | $9,300 |
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 | $74,974 | $59,804+25.4% | $81,982-8.5% | $79,856-6.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 5.07% | 17.56%-12.5pp | 41.31%-36.2pp | 31.71%-26.6pp |
| Employer contribution / active EE | $6,933 | $1,713+304.6% | $2,498+177.5% | $2,471+180.5% |
| Participant deferral / active EE | $3,434 | $2,695+27.4% | $3,722-7.8% | $3,741-8.2% |
| Admin fee / account holder | $1,477 | $4,288-65.5% | $5,665-73.9% | $5,306-72.2% |