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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $134,611 |
GULF COAST BANK & TRUST COMPANY7+ years Filed as: GULF COAST BANK & TRUST Service code 18 · EIN 72-1377017 1825 VETERANS BLVD · METAIRIE, LA 70005 | Custodial (other than securities) | $129,965 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $129,264 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 25-6078093 201 WASHINGTON STREET, 14TH FLOOR · BOSTON, MA 02108 | Investment Management | $127,729 |
KENNEDY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 43-1225960 P.O. BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $116,491 |
PHELPS DUNBAR LLP1 year Service code 29 · EIN 72-0358621 365 CANAL STREET, STE 2000 · NEW ORLEANS, LA 70130 | Legal | $115,362 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $112,739 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 6325 S RAINBOW BLVD, SUITE 260 · LAS VEGAS, NV 89118 | Investment Management | $111,285 |
GOLDMAN SACHS7+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE, SUITE 300 · ATLANTA, GA 30331 | Investment Management | $95,219 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2727 PACES FERRY ROAD, BLDG ONE · ATLANTA, GA 303394053 | Actuarial | $81,400 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 0.33% | 14.11%-13.8pp | 14.84%-14.5pp | 15.63%-15.3pp |
| Employer contribution / active EE | $13,454 | $13,673-1.6% | $37,950-64.5% | $11,476+17.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |