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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK5 years Filed as: HANCOCK S-REIT JCITY CORP Service code 99 LOCK BOX 412323 · BOSTON, MA 022412323 | Other Fees | $873,503 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 52 · EIN 34-1922005 1301 EAST 9TH STREET · CLEVELAND, OH 44114 | Indirect Investment Fees | $830,490 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 52 · EIN 20-0928198 711 HIGH STREET · DES MOINES, IA 50392 | Indirect Investment Fees | $796,195 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 51 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Investment Mgmt Fees | $688,004 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & CO. Service code 51 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Investment Mgmt Fees | $449,429 |
EBERTS & HARRISON6 years Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $365,573 |
CHARLES WARD9+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $351,154 |
ULLICO1 year Filed as: ULLICO INFRASTRUCTURE Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $287,929 |
Service code 52 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Indirect Investment Fees | $209,229 |
MILA MANAGED HEALTH CARE9+ years Service code 49 · EIN 13-3968546 55 BROADWAY · NEW YORK, NY 10006 | Other Services | $172,381 |
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Employer contribution per participant 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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 15.11% | 10.13%+5.0pp | 78.62%-63.5pp | 9.11%+6.0pp |
| Employer contribution / active EE | $7,104 | $13,162-46.0% | $31,646-77.6% | $12,231-41.9% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |