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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 | $121,566 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $66,423 |
HIGH LEVEL TECHNOLOGIES INC5 years Service code 16 · EIN 26-2309928 | Consulting | $35,463 |
DAHAB ASSOCIATES5 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $34,191 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $31,596 |
LAVELLE LAW & ASSOCIATES PC5 years Service code 29 · EIN 81-3811964 | Legal | $19,800 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $17,824 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $15,226 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $13,700 |
HANCOCK WHITNEY BANK3 years Filed as: HANCOCK WHITNEY Service code 19 · EIN 64-0169065 | Securities Custodian | $10,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,932 | $88,770-39.2% | $109,173-50.6% | $93,010-42.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 15.59% | 60.64%-45.0pp | 25.75%-10.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $2,616 | $3,780-30.8% | $3,723-29.7% | $2,705-3.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $328 | $172+90.3% | $6,755-95.1% | $152+116.2% |