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| Provider | Service type | Compensation |
|---|---|---|
SECOND LINE CAPITAL LLC2 years Filed as: SECOND LINE CAPITAL Service code 22 · EIN 92-3387385 2800 VETERANS MEMORIAL BLVD · METAIRIE, LA 70002 | Insurance Broker | $25,253 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPNAY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,103 |
THE HASLAUER GROUP, INC.5 years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1396122 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $10,788 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $3,608 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 15 | Recordkeeping | $3,403 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,251 |
PPA/TPA1 year Filed as: PPA/TPA KIFFIN LUCE Service code 26 3049 S SHERWOOD FOREST BLVD FL 2 · BATON ROUGE, LA 70816 | Advisory (Participants) | $220 |
NATIONWIDE5 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10 |
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.
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 | $60,983 | $73,532-17.1% | $178,540-65.8% | $74,459-18.1% |
| Participation rate | 64.2% | 66.6%-2.4pp | 77.1%-12.9pp | 67.2%-3.0pp |
| Annual return | 11.21% | 17.51%-6.3pp | 27.15%-15.9pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $1,728 | $2,221-22.2% | $3,953-56.3% | $2,626-34.2% |
| Participant deferral / active EE | $2,706 | $4,519-40.1% | $6,281-56.9% | $4,350-37.8% |
| Admin fee / account holder | $339 | $1,813-81.3% | $10,424-96.8% | $1,945-82.6% |