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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $142,031 |
GULF COAST BANK & TRUST COMPANY9+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE. · NEW ORLEANS, LA 70130 | Recordkeeping | $20,975 |
KUSHNER LAGRAIZE, LLC9+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $14,500 |
THE HASLAUER GROUP, INC.9+ years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,886 | $54,674+62.6% | $76,089+16.8% | $74,429+19.4% |
| Participation rate | 99.0% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.8pp |
| Annual return | 17.78% | 31.89%-14.1pp | 360.94%-343.2pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $8,404 | $1,781+371.8% | $2,690+212.4% | $2,625+220.2% |
| Participant deferral / active EE | $3,613 | $3,071+17.6% | $4,259-15.2% | $4,348-16.9% |
| Admin fee / account holder | $1,379 | $2,238-38.4% | $6,418-78.5% | $1,944-29.1% |