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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 | $253,072 |
GULF COAST BANK & TRUST COMPANY3+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS MEMORIAL BLVD · METAIRIE, LA 70005 | Custodial (other than securities); In... | $141,894 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-5545100 POST OFFICE BOX 5394 · NEW YORK, NY 10185 | Investment Management | $110,987 |
KENNEDY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1225960 POST OFFICE BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $101,109 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $100,000 |
THE BANK OF NEW YORK MELLON3+ years Service code 28 · EIN 04-3404987 POST OFFICE BOX 55868 · BOSTON, MA 02205 | Investment Management | $98,985 |
Service code 28 · EIN 52-2258652 2605 MERIDIAN PARKWAY SUITE 105 · DURHAM, NC 27713 | Investment Management | $94,500 |
GLENDA WILLIAMS3+ years Service code 30 · EIN 72-1318781 1050 SOUTH JEFFERSON DAVIS PARKWAY · NEW ORLEANS, LA 70125 | Employee (plan) | $87,272 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2018 POWERS FERRY ROAD SUITE 850 · ATLANTA, GA 30339 | Actuarial | $75,697 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE. SUITE 300 · ATLANTA, GA 30331 | Investment Management | $74,504 |
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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 | $233,564-100.0% | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | - |
| Annual return | 10.64% | 28.83%-18.2pp | 14.20%-3.6pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $27,968-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $576-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $6,028-100.0% | - |