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| Provider | Service type | Compensation |
|---|---|---|
HBPA6+ 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 | $25,870 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities); Se... | $15,398 |
RICHARD CPAS3 years Service code 10 · EIN 82-2560183 3421 N. CAUSEWAY BLVD SUITE 403 · METAIRIE, LA 70002 | Accounting | $12,385 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,856-100.0% | $159,156-100.0% | $37,856-100.0% |
| Participation rate | 0.0% | 32.6%-32.6pp | 85.0%-85.0pp | 32.6%-32.6pp |
| Annual return | 19.49% | 9.68%+9.8pp | 10.03%+9.5pp | 9.68%+9.8pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $11,593-100.0% | $3,229-100.0% |
| Participant deferral / active EE | $0 | $5,689-100.0% | $4,578-100.0% | $5,689-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $122,144-100.0% | $163-100.0% |