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 | $51,166+45.5% | $70,544+5.6% | $71,511+4.1% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | -8.45% | 42.71%-51.2pp | 32.79%-41.2pp | 28.86%-37.3pp |
| Employer contribution / active EE | $8,114 | $1,793+352.4% | $2,976+172.7% | $2,589+213.4% |
| Participant deferral / active EE | $3,528 | $3,031+16.4% | $4,568-22.8% | $4,291-17.8% |
| Admin fee / account holder | $1,686 | $2,000-15.7% | $6,427-73.8% | $1,588+6.2% |