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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT8+ 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 | $148,941 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $100,321 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $90,331 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $88,273 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 53 · EIN 13-2619259 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Insurance Commissions | $84,376 |
THOMAS BEAL8+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $76,550 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 3800 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $56,022 |
ALICE C. BAPTISTE8+ years Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $47,808 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 51 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Mgmt Fees | $46,002 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 8.28% | 724.96%-716.7pp | 78.53%-70.2pp | 37.74%-29.5pp |
| Employer contribution / active EE | $18,814 | $14,638+28.5% | $31,607-40.5% | $15,788+19.2% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |