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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5+ years Filed as: WEALTHHARBOR CAPITAL GROUP Service code 51 · EIN 72-1442258 433 METAIRIE ROAD, SUITE 500 · METAIRIE, LA 70005 | Investment Mgmt Fees | $53,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,211 | $47,922+15.2% | $75,901-27.3% | $65,185-15.3% |
| Participation rate | 52.2% | 63.0%-10.8pp | 69.3%-17.1pp | 70.2%-18.0pp |
| Annual return | 15.84% | 24.12%-8.3pp | 30.76%-14.9pp | 29.38%-13.5pp |
| Employer contribution / active EE | $1,160 | $1,557-25.5% | $2,501-53.6% | $2,177-46.7% |
| Participant deferral / active EE | $2,369 | $2,550-7.1% | $3,603-34.3% | $3,514-32.6% |
| Admin fee / account holder | $491 | $532-7.5% | $5,420-90.9% | $847-42.0% |