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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619259 2727 PACES FERRY ROAD, BLDG ONE · ATLANTA, GA 303394053 | Actuarial | $233,395 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $153,640 |
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10020 | Investment Management | $146,710 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $137,977 |
GULF COAST BANK & TRUST COMPANY8+ years Filed as: GULF COAST BANK & TRUST Service code 19 · EIN 72-1377017 1825 VETERANS BLVD · METAIRIE, LA 70005 | Securities Custodian | $128,814 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $113,054 |
PHELPS DUNBAR LLP2 years Service code 29 · EIN 72-0358621 365 CANAL STREET, STE 2000 · NEW ORLEANS, LA 70130 | Legal | $106,111 |
Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 PO BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $100,408 |
GOLDMAN SACHS8+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE, SUITE 300 · ATLANTA, GA 30331 | Investment Management | $88,659 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 6325 S RAINBOW BLVD, SUITE 260 · LAS VEGAS, NV 89118 | Investment Management | $84,821 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | -19.37% | 55.68%-75.1pp | 22.50%-41.9pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $33,849-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | - | - |