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) | $150,616 |
GULF COAST BANK & TRUST COMPANY8+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE. · NEW ORLEANS, LA 70130 | Recordkeeping | $20,409 |
KUSHNER LAGRAIZE, LLC8+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $16,044 |
THE HASLAUER GROUP, INC.8+ years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $9,620 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,467 | $51,083+45.8% | $70,548+5.6% | $71,495+4.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | -8.45% | 42.64%-51.1pp | 32.78%-41.2pp | 28.85%-37.3pp |
| Employer contribution / active EE | $8,114 | $1,791+353.0% | $2,975+172.8% | $2,589+213.4% |
| Participant deferral / active EE | $3,528 | $3,028+16.5% | $4,567-22.8% | $4,291-17.8% |
| Admin fee / account holder | $1,686 | $1,995-15.5% | $6,424-73.7% | $1,588+6.2% |