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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $118,332 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $51,547 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $50,975 |
DAHAB ASSOCIATES3 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,836 |
HIGH LEVEL TECHNOLOGIES INC3 years Service code 16 · EIN 26-2309928 | Consulting | $25,103 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $23,180 |
LAVELLE LAW & ASSOCIATES PC3 years Service code 29 · EIN 81-3811964 | Legal | $19,215 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $13,487 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $13,400 |
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK WHITNEY Service code 19 · EIN 64-0169065 | Securities Custodian | $9,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,556 | $95,776-54.5% | $162,185-73.1% | $77,775-44.0% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 7.08% | 37.03%-29.9pp | 115.61%-108.5pp | 32.58%-25.5pp |
| Employer contribution / active EE | $2,826 | $3,874-27.0% | $5,613-49.7% | $2,504+12.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $301 | $88+242.9% | $10,844-97.2% | $100+200.5% |