Filed October 25, 2002
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 |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 81-0675641 | Actuarial | $300,600 |
FOREFRONT ANALTYICS3+ years Filed as: FOREFRONT ANALYTICS, LLC Service code 27 ONE TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $138,094 |
HANCOCK WHITNEY BANK2 years Filed as: WHITNEY BANK Service code 21 · EIN 64-0169065 | Bank Trustee | $52,275 |
RETIREMENT ADVISORS, LLC3+ years Filed as: RETIREMENT ADVISORS Service code 27 5001 SPRING VALLEY ROAD · DALLAS, TX 75252 | Advisory (Plan) | $8,809 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 3.48% | 9.90%-6.4pp | 10.16%-6.7pp | 10.21%-6.7pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |