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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN URANN SPENCER PICARD CANGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVENUE · METAIRIE, LA 70002 | Legal | $246,452 |
GULF COAST BANK & TRUST COMPANY1+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS MEMORIAL BLVD. · METAIRIE, LA 70005 | Investment advisory (plan); Custodial... | $153,766 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND LLC Service code 28 · EIN 95-4871432 801 NORTH BRAND BLVD · GLENDDALE, CA 91203 | Investment Management | $145,051 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-5545100 POST OFFICE BOX 5394 · NEW YORK, NY 10185 | Investment Management | $122,259 |
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 04-3404987 POST OFFICE BOX 55868 · BOSON, MA 02205 | Investment Management | $115,372 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 43-1225960 POST OFFICE BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $114,479 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 26-3625020 353 NORTH DLARK STREET · CHICAGO, IL 60654 | Investment Management | $100,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 10 · EIN 13-2646110 POST OFFICE BOX 4142 · NEW YORK, NY 10261 | Accounting | $100,000 |
NCM CAPITAL MANAGEMENT GROUP1+ years Filed as: NCM CAPITAL MANAGEMENT Service code 28 · EIN 56-1535917 POST OFFICE BOX 890546 · CHARLOTTE, NC 28289 | Investment Management | $98,236 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 · EIN 52-1811121 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Investment Management | $98,219 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $253,870-100.0% | $253,870-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 10.5%-10.5pp | 48.7%-48.7pp |
| Annual return | -0.26% | -1.11%+0.9pp | -1.10%+0.8pp | -2.16%+1.9pp |
| Employer contribution / active EE | $0 | $37,886-100.0% | $27,248-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $105-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $702,575-100.0% | $702,575-100.0% | $12,572-100.0% |