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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN URANN SPENCER PICARD CANGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVENUE SUITE 400 · METAIRIE, LA 70002 | Legal | $163,327 |
GULF COAST BANK & TRUST COMPANY2+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS MEMORIAL BLVD. · METAIRIE, LA 70005 | Investment advisory (plan); Custodial... | $146,043 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-5545100 POST OFFICE BOX 5394 · NEW YORK, NY 10185 | Investment Management | $124,743 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 POST OFFICE BOX 4142 · NEW YORK, NY 10261 | Consulting | $100,000 |
NCM CAPITAL MANAGEMENT GROUP2+ years Filed as: NCM CAPITAL MANAGEMENT Service code 28 · EIN 56-1535917 POST OFFICE BOX 890546 · CHARLOTTE, NC 28289 | Investment Management | $97,854 |
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 04-3404987 POST OFFICE BOX 55868 · BOSTON, MA 02205 | Investment Management | $96,513 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 POST OFFICE BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $95,794 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 52-1811121 901 SOUTH BOND STREET SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $89,543 |
GOLDMAN SACHS2+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 185 OAKLAND AVENUE SUITE 100 · BIRMINGHAM, AL 48009 | Investment Management | $85,371 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2018 POWERS FERRY ROAD SUITE 850 · ATLANTA, GA 30339 | Actuarial | $75,185 |
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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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 6.05% | 4.44%+1.6pp | 4.72%+1.3pp | 4.16%+1.9pp |
| Employer contribution / active EE | $0 | $41,495-100.0% | $30,821-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |