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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $128,125 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $61,424 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 | Legal | $46,369 |
HIGH LEVEL TECHNOLOGIES INC6 years Service code 16 · EIN 26-2309928 | Consulting | $38,749 |
DAHAB ASSOCIATES6 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $35,125 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $33,780 |
LAVELLE LAW & ASSOCIATES PC6 years Service code 29 · EIN 81-3811964 | Legal | $19,800 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $16,188 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1835864 | Actuarial | $14,000 |
HANCOCK WHITNEY BANK4 years Filed as: HANCOCK WHITNEY Service code 19 · EIN 64-0169065 | Securities Custodian | $10,629 |
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 | $48,658 | $76,774-36.6% | $112,263-56.7% | $77,906-37.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.21% | -10.25%+2.0pp | 27.49%-35.7pp | 12.16%-20.4pp |
| Employer contribution / active EE | $2,788 | $3,977-29.9% | $3,636-23.3% | $2,846-2.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $345 | $239+44.4% | $6,410-94.6% | $133+160.2% |