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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $117,596 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $69,506 |
HIGH LEVEL TECHNOLOGIES INC7 years Service code 16 · EIN 26-2309928 | Consulting | $40,666 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $38,354 |
DAHAB ASSOCIATES7 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $33,430 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 | Legal | $28,777 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $23,000 |
LAVELLE LAW & ASSOCIATES PC7 years Service code 29 · EIN 81-3811964 | Legal | $19,800 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $15,360 |
HANCOCK WHITNEY BANK5 years Filed as: HANCOCK WHITNEY Service code 19 · EIN 64-0169065 | Securities Custodian | $9,780 |
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 | $50,108 | $88,479-43.4% | $96,515-48.1% | $80,157-37.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.73% | 22.53%-14.8pp | 35.73%-28.0pp | 40.39%-32.7pp |
| Employer contribution / active EE | $2,813 | $4,177-32.6% | $3,740-24.8% | $2,977-5.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $334 | $211+58.2% | $6,735-95.0% | $145+130.7% |