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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $118,578 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $54,604 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $44,733 |
DAHAB ASSOCIATES5+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $31,584 |
Filed as: HIGH LEVEL TECHNOLOGIES, INC. Service code 16 · EIN 26-2309928 | Consulting | $31,321 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $28,464 |
Filed as: LAVELLE LAW & ASSOCIATES, P.C. Service code 29 · EIN 81-3811964 | Legal | $19,800 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $13,700 |
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $12,339 |
HANCOCK WHITNEY BANK2 years Filed as: HANCOCK WHITNEY Service code 19 · EIN 64-0169065 | Securities Custodian | $9,825 |
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 | $40,920 | $81,719-49.9% | $101,275-59.6% | $90,274-54.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 6.18% | 337.64%-331.5pp | 46.48%-40.3pp | 53.97%-47.8pp |
| Employer contribution / active EE | $2,310 | $3,622-36.2% | $3,660-36.9% | $2,523-8.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $282 | $162+74.2% | $5,948-95.3% | $114+147.2% |