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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES9+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 51 · EIN 41-1460668 50 SOUTH SIXTH STREET, SUITE 2350 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $119,735 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 53 · EIN 13-2619259 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Insurance Commissions | $84,340 |
THOMAS BEAL9+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $83,469 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $82,720 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $81,247 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $78,274 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $52,425 |
ALICE C. BAPTISTE9+ years Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $52,129 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 3800 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $46,199 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.22% | 8.51%+5.7pp | 10.53%+3.7pp | 8.76%+5.5pp |
| Employer contribution / active EE | $20,262 | $16,216+25.0% | $26,797-24.4% | $16,664+21.6% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |