Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: WEALTHHARBOPR CAPITAL GROUP Service code 51 · EIN 72-1442258 433 METAIRIE ROAD · METAIRIE, LA 70005 | Investment Mgmt Fees | $49,785 |
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 | $49,135 | $58,888-16.6% | $178,498-72.5% | $73,493-33.1% |
| Participation rate | 98.9% | 66.2%+32.6pp | 81.9%+16.9pp | 70.7%+28.2pp |
| Annual return | 12.58% | 24.86%-12.3pp | 151.09%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $3,338 | $2,236+49.3% | $5,011-33.4% | $2,270+47.0% |
| Participant deferral / active EE | $2,443 | $2,568-4.9% | $5,202-53.0% | $3,740-34.7% |
| Admin fee / account holder | $218 | $400-45.5% | $13,985-98.4% | $513-57.4% |