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 |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $145,226 |
GULF COAST BANK & TRUST COMPANY7+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE. · NEW ORLEANS, LA 70130 | Recordkeeping | $21,463 |
KUSHNER LAGRAIZE, LLC7+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $12,426 |
THE HASLAUER GROUP, INC.7+ years Service code 15 · EIN 72-1487108 2400 VETERANS MEMORIAL BLVD. · KENNER, LA 70062 | Recordkeeping | $10,090 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,842 | $63,471+41.5% | $68,808+30.6% | $66,938+34.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | 7.40% | -8.29%+15.7pp | -6.37%+13.8pp | 1.58%+5.8pp |
| Employer contribution / active EE | $7,549 | $1,776+325.1% | $2,656+184.3% | $2,545+196.6% |
| Participant deferral / active EE | $3,319 | $2,946+12.6% | $3,942-15.8% | $4,238-21.7% |
| Admin fee / account holder | $1,541 | $578+166.7% | $4,936-68.8% | $594+159.7% |