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| Provider | Service type | Compensation |
|---|---|---|
HBPA4+ years Service code 14 · EIN 72-1256213 1535 GENTILLY BLVD · NEW ORLEANS, LA 70119 | Plan Administrator | $68,400 |
RICHARD CPAS1 year Service code 10 · EIN 82-2560183 3421 N. CAUSEWAY BLVD SUITE 403 · METAIRIE, LA 70002 | Accounting | $16,576 |
Filed as: ERICKSEN KRENTEL,LLP Service code 10 · EIN 72-0549733 4227 CANAL ST · NEW ORLEANS, LA 70119 | Accounting | $16,098 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management; Securities bro... | $13,585 |
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 | $16,222-100.0% | $204,484-100.0% | $16,222-100.0% |
| Participation rate | 0.0% | 8.5%-8.5pp | 87.2%-87.2pp | 8.5%-8.5pp |
| Annual return | 23.27% | 3.17%+20.1pp | 1.17%+22.1pp | 3.17%+20.1pp |
| Employer contribution / active EE | $0 | $22,389-100.0% | $3,236-100.0% | $22,389-100.0% |
| Participant deferral / active EE | $0 | $0 | $9,535-100.0% | $0 |
| Admin fee / account holder | $0 | $242-100.0% | $4,140-100.0% | $242-100.0% |