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| Provider | Service type | Compensation |
|---|---|---|
HBPA3+ years Service code 14 · EIN 72-1256213 1535 GENTILLY BLVD · NEW ORLEANS, LA 70119 | Plan Administrator | $78,400 |
Filed as: ERICKSEN KRENTEL,LLP Service code 10 · EIN 72-0549733 4227 CANAL ST · NEW ORLEANS, LA 70119 | Accounting | $22,224 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage commissions and ... | $12,260 |
POSTLETHWAITE & NETTERVILLE3+ years Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 · EIN 72-1202445 1 GALLERIA BLVD 2100 · METAIRIE, LA 70001 | Accounting | $11,165 |
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 | $15,310-100.0% | $233,038-100.0% | $15,310-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 76.1%-76.1pp | 6.1%-6.1pp |
| Annual return | 21.21% | 14.46%+6.7pp | 2.25%+19.0pp | 14.46%+6.7pp |
| Employer contribution / active EE | $0 | $33,546-100.0% | $5,162-100.0% | $33,546-100.0% |
| Participant deferral / active EE | $0 | $0 | $3,018-100.0% | $0 |
| Admin fee / account holder | $0 | $212-100.0% | $20,161-100.0% | $212-100.0% |