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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $157,102 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $128,125 |
GULF COAST BANK & TRUST COMPANY5+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS BLVD · METAIRIE, LA 70005 | Custodial (other than securities); In... | $120,138 |
THE BANK OF NEW YORK MELLON5+ years Service code 28 · EIN 25-1442864 P.O. BOX 55868 · BOSTON, MA 02205 | Investment Management | $102,876 |
KENNEDY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 43-1225960 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $90,889 |
Filed as: ROBEIN URANN SPENCER PICARD CANGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVENUE · METAIRIE, LA 70002 | Legal | $89,561 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 6325 S RAINBOW BLVD, SUITE 260 · LAS VEGAS, NV 89118 | Investment Management | $80,244 |
GOLDMAN SACHS5+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE, SUITE 300 · ATLANTA, GA 30331 | Investment Management | $80,091 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2727 PACES FERRY ROAD, BLDG ONE · ATLANTA, GA 303394053 | Actuarial | $76,223 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-5545100 P.O. BOX 5394 · NEW YORK, NY 10185 | Investment Management | $66,107 |
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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 | $289,682-100.0% | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | - |
| Annual return | 15.96% | 43.80%-27.8pp | 16.32%-0.4pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $31,806-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $211-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $0 | - |