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| Provider | Service type | Compensation |
|---|---|---|
HBPA8+ years Service code 14 · EIN 72-1256213 1535 GENTILLY BLVD · NEW ORLEANS, LA 70119 | Plan Administrator | $79,200 |
Filed as: ERICKSEN KRENTEL,LLP Service code 10 · EIN 72-0549733 4227 CANAL ST · NEW ORLEANS, LA 70119 | Accounting | $23,499 |
RICHARD CPAS5 years Service code 10 · EIN 82-2560183 3421 N. CAUSEWAY BLVD SUITE 403 · METAIRIE, LA 70002 | Accounting | $12,985 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,601-100.0% | $103,982-100.0% | $209,601-100.0% |
| Participation rate | 0.0% | 45.5%-45.5pp | 73.2%-73.2pp | 45.5%-45.5pp |
| Annual return | 3.51% | 5.53%-2.0pp | -12.88%+16.4pp | 5.53%-2.0pp |
| Employer contribution / active EE | $0 | $23,181-100.0% | $11,125-100.0% | $23,181-100.0% |
| Participant deferral / active EE | $0 | $0 | $10,413-100.0% | $0 |
| Admin fee / account holder | $0 | $16,581-100.0% | $5,542-100.0% | $16,581-100.0% |