Filed January 17, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK WHITNEY Service code 12 · EIN 64-0169065 | Investment management; Trustee (bank,... | $74,279 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. (NJ) Service code 10 · EIN 23-2292327 | Accounting | $24,243 |
HANNIS T. BOURGEOIS, LLP2 years Filed as: HANNIS T BOURGEOIS, LLP Service code 10 · EIN 72-0636725 | Accounting | $14,187 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 3.25% | 15.60%-12.4pp | 29.77%-26.5pp | 16.32%-13.1pp |
| Employer contribution / active EE | $3,597 | $11,838-69.6% | $33,607-89.3% | $17,007-78.8% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |