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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $133,795 |
GULF COAST BANK & TRUST COMPANY9+ years Filed as: GULF COAST BANK & TRUST Service code 19 · EIN 72-1377017 1825 VETERANS BLVD · METAIRIE, LA 70005 | Securities Custodian | $112,462 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $107,414 |
WEILER & REES2 years Service code 29 · EIN 72-1477156 909 POYDRAS STREET, WTE 1250 · NEW ORLEANS, LA 70112 | Legal | $102,502 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 28 · EIN 59-3676225 531 W. MORSE BLVD., STE. 200 · WINTER PARK, FL 32789 | Investment Management | $74,583 |
GOLDMAN SACHS9+ years Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 100 AUBURN AVE, SUITE 300 · ATLANTA, GA 30331 | Investment Management | $73,315 |
Filed as: NEWTON INVESTMENT MANAGEMENT NORTH Service code 28 · EIN 25-6078093 201 WASHINGTON STREET, 14TH FLOOR · BOSTON, MA 02108 | Investment Management | $67,599 |
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 PO BOX 790379 · ST. LOUIS, MO 63179 | Investment Management | $67,417 |
LAZARD ASSET MANAGEMENT9+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10020 | Investment Management | $67,079 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $54,273 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,373-100.0% | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | - |
| Annual return | -1.83% | 93.58%-95.4pp | 78.53%-80.4pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $31,607-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $75,389-100.0% | - |