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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT2+ 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 | $205,123 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $129,597 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE STE 100 · SAVANNAH, GA 31406 | Consulting | $123,750 |
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1400 WEST · BETHESDA, MD 20814 | Investment Mgmt Fees | $99,994 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $95,122 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPMANY (EASTERN STATES) Service code 11 · EIN 13-2619259 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Actuarial | $85,410 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $77,584 |
THOMAS BEAL2+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 147 CARONDELET ST STE 300 · NEW ORLEANS, LA 70130 | Employee (plan) | $62,589 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 1251 AVENUES OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $58,741 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $51,123 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 11.31% | 11.16%+0.2pp | 14.20%-2.9pp | 23.90%-12.6pp |
| Employer contribution / active EE | $17,539 | $17,064+2.8% | $27,968-37.3% | $16,539+6.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |