Filed November 25, 2003 (most recent of 6 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 |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 27 · EIN 58-2236910 | Advisory (Plan) | $108,088 |
MERCER1+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 13-2834414 | Actuarial | $95,630 |
WHITNEY NATIONAL BANK1+ years Service code 21 · EIN 64-0169065 | Bank Trustee | $67,743 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.19% | -1.43%+0.2pp | -1.10%-0.1pp | -7.14%+5.9pp |
| Employer contribution / active EE | $81,081 | $13,548+498.5% | $27,248+197.6% | $14,613+454.8% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |