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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $62,094 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $56,250 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 7951 E. MAPLEWOOD AVE., SUITE 327 · GREENWOOD VILLAGE, CO 80111 | Actuarial | $40,736 |
KRISTINE B. GUILLOT1 year Service code 30 · EIN 72-6057089 8111 TOM DRIVE · BATON ROUGE, LA 70815 | Employee (plan) | $39,723 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 1 UNIVERSITY SQUIRE DRIVE · PRINCETON, NJ 08540 | Bank Trustee | $36,700 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 1075 PEACHTREE STREET NE, SUITE 210 · ATLANTA, GA 30309 | Soft dollars commissions; Securities ... | $36,211 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 300 ATLANTIC STREET, SUITE 601 · STAMFORD, CT 06901 | Investment Management | $35,282 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $32,126 |
Filed as: DUPLANTIER, HRAPMMAN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 | Accounting | $24,805 |
Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $24,210 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 2.68% | 33.70%-31.0pp | 14.64%-12.0pp | 53.27%-50.6pp |
| Employer contribution / active EE | $12,029 | $14,473-16.9% | $41,831-71.2% | $14,774-18.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |