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 BANK3 years Filed as: HANCOCK WHITNEY Service code 12 · EIN 64-0169065 | Investment management fees paid direc... | $49,867 |
AON CONSULTING2 years Filed as: AON CONSULTING (NJ) Service code 10 · EIN 23-2292327 | Accounting | $35,264 |
FIRST BANK1 year Service code 12 11901 OLIVE BOULEVARD · CREVE COEUR, MO 63141 | Custodial (securities); Trustee (disc... | $24,611 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $12,475 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 18.67% | 8.91%+9.8pp | 7.32%+11.4pp | 11.84%+6.8pp |
| Employer contribution / active EE | $5,926 | $8,713-32.0% | $23,426-74.7% | $17,339-65.8% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |