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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT8 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $116,956 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $81,144 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $36,240 |
HIGH LEVEL TECHNOLOGIES INC8 years Service code 16 · EIN 26-2309928 | Consulting | $36,206 |
DAHAB ASSOCIATES8 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $35,750 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 | Legal | $24,707 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $21,771 |
LAVELLE LAW & ASSOCIATES PC8 years Service code 29 · EIN 81-3811964 | Legal | $20,700 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $17,630 |
HANCOCK WHITNEY BANK6 years Filed as: HANCOCK WHITNEY Service code 19 · EIN 64-0169065 | Securities Custodian | $9,530 |
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 | $68,001 | $241,450-71.8% | $103,378-34.2% | $199,874-66.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 37.96% | 17.80%+20.2pp | 24.91%+13.1pp | 34.28%+3.7pp |
| Employer contribution / active EE | $2,727 | $4,250-35.8% | $3,870-29.5% | $3,036-10.2% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $335 | $288+16.3% | $8,401-96.0% | $269+24.4% |