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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 28 · EIN 59-3676225 531 W. MORSE BLVD., STE. 200 · WINTER PARK, FL 32789 | Investment Management | $187,500 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $117,962 |
WEILER & REES3 years Service code 29 · EIN 72-1477156 909 POYDRAS STREET, WTE 1250 · NEW ORLEANS, LA 70112 | Legal | $104,776 |
GULF COAST BANK & TRUST COMPANY10+ years Filed as: GULF COAST BANK & TRUST Service code 19 · EIN 72-1377017 1825 VETERANS BLVD · METAIRIE, LA 70005 | Securities Custodian | $103,059 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 35-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $95,519 |
FOSTER & FOSTER2 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 52-1921114 870 S. DENTON TAP RD., SUITE 250 · COPPELL, TX 75019 | Actuarial | $88,901 |
PENSION TECHNOLOGY GROUP3 years Service code 15 · EIN 92-3968703 92 STATE, ST.600 · BOSTON, MA 02109 | Recordkeeping | $75,000 |
GOLDMAN SACHS10+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE, SUITE 300 · ATLANTA, GA 30331 | Investment Management | $69,752 |
KENNEDY CAPITAL MANAGEMENT3 years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 PO BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $68,625 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 25-6078093 201 WASHINGTON STREET, 14TH FLOOR · BOSTON, MA 02108 | Investment Management | $64,852 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | - |
| Annual return | -2.84% | 72.14%-75.0pp | 10.53%-13.4pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $26,797-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $122-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $129-100.0% | - |