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| Provider | Service type | Compensation |
|---|---|---|
HBPA10+ years Service code 14 · EIN 72-1256213 1535 GENTILLY BLVD · NEW ORLEANS, LA 70119 | Plan Administrator | $69,500 |
Filed as: ERICKSEN KRENTEL,LLP Service code 10 · EIN 72-0549733 4227 CANAL ST · NEW ORLEANS, LA 70119 | Accounting | $35,190 |
RICHARD CPAS7 years Service code 10 · EIN 82-2560183 3421 N. CAUSEWAY BLVD SUITE 403 · METAIRIE, LA 70002 | Accounting | $14,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,733-100.0% | $165,764-100.0% | $9,733-100.0% |
| Participation rate | 0.0% | 43.7%-43.7pp | 75.0%-75.0pp | 43.7%-43.7pp |
| Annual return | 33.86% | 15.30%+18.6pp | 12.05%+21.8pp | 15.30%+18.6pp |
| Employer contribution / active EE | $0 | $40,466-100.0% | $8,536-100.0% | $40,466-100.0% |
| Participant deferral / active EE | $0 | $0 | $5,534-100.0% | $0 |
| Admin fee / account holder | $0 | $176-100.0% | $33,661-100.0% | $176-100.0% |