Filed January 12, 2013 (most recent of 2 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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $40,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $34,180 |
ORLEANS CAPITAL MANAGEMENT2+ years Service code 28 · EIN 72-1193530 | Investment Management | $10,598 |
BKD, LLP2+ years Filed as: LAPORTE, A PROFESSIONAL ACCOUNTING Service code 10 · EIN 72-1088864 | Accounting | $9,700 |
IBERIA BANK1 year Service code 21 · EIN 72-0218470 | Bank Trustee | $7,465 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 3.99% | 9.41%-5.4pp | 5.00%-1.0pp | 9.19%-5.2pp |
| Employer contribution / active EE | $808 | $8,353-90.3% | $35,918-97.8% | $12,608-93.6% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |