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| Provider | Service type | Compensation |
|---|---|---|
CENTURA ADVISORS, LLC2+ years Service code 99 · EIN 72-1514847 6421 PERKINS RD · BATON ROUGE, LA 70808 | Other Fees | $21,170 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,288 |
Service code 27 | Advisory (Plan) | $2,314 |
THE HASLAUER GROUP, INC.2+ years Service code 13 · EIN 72-1487108 700 HICKORY AVE. · HARAHAN, LA 70123 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,036 | $80,177+2.3% | $123,894-33.8% | $57,658+42.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 81.4%-81.4pp | 70.2%-70.2pp |
| Annual return | -24.70% | 17.90%-42.6pp | 47.52%-72.2pp | 5.13%-29.8pp |
| Employer contribution / active EE | $1,269 | $2,913-56.4% | $4,617-72.5% | $1,974-35.7% |
| Participant deferral / active EE | $2,607 | $5,130-49.2% | $5,984-56.4% | $3,061-14.8% |
| Admin fee / account holder | $244 | $106+129.4% | $8,357-97.1% | $95+158.0% |