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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $93,750 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $83,993 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 7951 E. MAPLEWOOD AVE., SUITE 327 · GREENWOOD VILLAGE, CO 80111 | Actuarial | $45,834 |
KRISTINE B. GUILLOT2 years Service code 30 · EIN 72-6057089 8111 TOM DRIVE · BATON ROUGE, LA 70815 | Employee (plan) | $40,046 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $33,797 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 300 ATLANTIC STREET, SUITE 601 · STAMFORD, CT 06901 | Investment Management | $32,426 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 1075 PEACHTREE STREET NE, SUITE 210 · ATLANTA, GA 30309 | Securities brokerage commissions and ... | $32,217 |
Filed as: DUPLANTIER, HRAPMMAN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 | Accounting | $22,905 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $21,495 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $21,434 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 10.93% | 9.58%+1.4pp | 9.52%+1.4pp | 11.45%-0.5pp |
| Employer contribution / active EE | $11,294 | $21,155-46.6% | $41,951-73.1% | $17,219-34.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |