Filed April 3, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THIRTYNORTH INVESTMENTS, LLC1+ years Service code 27 1100 PYDRAS ST · NEW ORLEANS, LA 70163 | Advisory (Plan) | $39,514 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,574 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,079 | $70,667-16.4% | $123,105-52.0% | $52,331+12.9% |
| Participation rate | 98.6% | 83.7%+14.9pp | 86.8%+11.8pp | 68.1%+30.5pp |
| Annual return | -1.58% | 6.23%-7.8pp | 13.22%-14.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $3,054 | $2,946+3.7% | $5,151-40.7% | $1,882+62.3% |
| Participant deferral / active EE | $3,555 | $4,493-20.9% | $6,229-42.9% | $3,022+17.6% |
| Admin fee / account holder | $320 | $506-36.8% | $9,014-96.4% | $592-45.9% |