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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT4+ 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 | $171,152 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
GCM GROSVENOR2 years Filed as: GCM GROSVENOR SECONDARY OPPORTUNITI Service code 51 · EIN 98-1345307 900 NORTH MICHIGAN AVENUE, SUITE 11 · CHICAGO, IL 60611 | Investment Mgmt Fees | $103,000 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $99,606 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $76,837 |
THE SEGAL COMPANY4+ 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 | $76,244 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $73,729 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $68,863 |
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1400 WEST · BETHESDA, MD 20814 | Investment Mgmt Fees | $66,935 |
THOMAS BEAL4+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 147 CARONDELET ST STE 300 · NEW ORLEANS, LA 70130 | Employee (plan) | $62,459 |
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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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 0.42% | 20.24%-19.8pp | 16.32%-15.9pp | 53.27%-52.8pp |
| Employer contribution / active EE | $19,970 | $14,384+38.8% | $31,806-37.2% | $14,774+35.2% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |