Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: WEALTHHARBOPR CAPITAL GROUP Service code 51 · EIN 72-1442258 433 METAIRIE ROAD · METAIRIE, LA 70005 | Investment Mgmt Fees | $35,771 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,847 | $47,977-21.1% | $154,111-75.4% | $56,287-32.8% |
| Participation rate | 96.0% | 66.2%+29.9pp | 83.0%+13.0pp | 69.9%+26.2pp |
| Annual return | -5.80% | 3.54%-9.3pp | 735.18%-741.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,473 | $2,169+60.1% | $5,298-34.4% | $2,111+64.5% |
| Participant deferral / active EE | $2,317 | $2,392-3.1% | $5,081-54.4% | $3,350-30.8% |
| Admin fee / account holder | $180 | $438-58.9% | $13,411-98.7% | $521-65.4% |