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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 | $162,735 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $139,333 |
GULF COAST BANK & TRUST COMPANY4+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS BLVD. · METAIRIE, LA 70005 | Custodial (other than securities); In... | $137,338 |
THE BANK OF NEW YORK MELLON4+ years Service code 28 · EIN 04-3404987 POST OFFICE BOX 55868 · BOSTON, MA 02205 | Investment Management | $112,245 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2018 POWERS FERRY ROAD SUITE 850 · ATLANTA, GA 30339 | Actuarial | $102,621 |
KENNEDY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 43-1225960 POST OFFICE BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $100,154 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-5545100 POST OFFICE BOX 5394 · NEW YORK, NY 10185 | Investment Management | $97,868 |
Service code 28 · EIN 52-2258652 2605 MERIDIAN PKWY. SUITE 105 · DURHAM, NC 27713 | Investment Management | $90,914 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $84,320 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVENUE SUITE 300 · ATLANTA, GA 30331 | Investment Management | $79,175 |
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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 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 | $360,335-100.0% | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | - |
| Annual return | -10.20% | 25.06%-35.3pp | -0.70%-9.5pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $28,903-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $148-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,852-100.0% | - |