Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $135,828 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $129,470 |
THE BANK OF NEW YORK MELLON6+ years Service code 28 · EIN 25-1442864 P.O. BOX 55868 · BOSTON, MA 02205 | Investment Management | $123,721 |
GULF COAST BANK & TRUST COMPANY6+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS BLVD · METAIRIE, LA 70005 | Custodial (other than securities) | $118,557 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $108,593 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 P.O. BOX 5394 · NEW YORK, NY 10185 | Investment Management | $100,515 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 6325 S RAINBOW BLVD, SUITE 260 · LAS VEGAS, NV 89118 | Investment Management | $89,608 |
KENNEDY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 43-1225960 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $86,490 |
GOLDMAN SACHS6+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE, SUITE 300 · ATLANTA, GA 30331 | Investment Management | $81,684 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2727 PACES FERRY ROAD, BLDG ONE · ATLANTA, GA 303394053 | Actuarial | $80,475 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | -5.94% | 10.88%-16.8pp | 10.57%-16.5pp | 12.86%-18.8pp |
| Employer contribution / active EE | $18,194 | $18,143+0.3% | $29,483-38.3% | $13,687+32.9% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |