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| Provider | Service type | Compensation |
|---|---|---|
HBPA5+ years Service code 14 · EIN 72-1256213 1535 GENTILLY BLVD · NEW ORLEANS, LA 70119 | Plan Administrator | $68,400 |
Filed as: ERICKSEN KRENTEL,LLP Service code 10 · EIN 72-0549733 4227 CANAL ST · NEW ORLEANS, LA 70119 | Accounting | $23,011 |
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 ... | $14,252 |
RICHARD CPAS2 years Service code 10 · EIN 82-2560183 3421 N. CAUSEWAY BLVD SUITE 403 · METAIRIE, LA 70002 | Accounting | $10,225 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,054-100.0% | $337,732-100.0% | $42,054-100.0% |
| Participation rate | 0.0% | 28.8%-28.8pp | 79.0%-79.0pp | 28.8%-28.8pp |
| Annual return | 34.33% | 27.28%+7.1pp | 10.26%+24.1pp | 27.28%+7.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $9,009-100.0% | $3,236-100.0% |
| Participant deferral / active EE | $0 | $2,703-100.0% | $2,768-100.0% | $2,703-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $3,556-100.0% | $107-100.0% |