Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $829,717 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $427,567 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $392,785 |
HANCOCK WHITNEY BANK1 year Service code 12 · EIN 64-0169065 | Custodial (securities); Direct paymen... | $155,118 |
JOHCM (USA) INC.1 year Filed as: J O HAMBRO CAPITAL MANAGEMENT LTD Service code 28 | Investment Management | $97,952 |
GOLDMAN SACHS3 years Filed as: POLUNIN CAPITAL PARTNERS, LTD Service code 28 | Investment Management | $96,437 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $57,487 |
Service code 27 · EIN 20-0292745 | Advisory (Plan) | $54,356 |
BOURGEOIS BENNETT LLC2 years Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $24,800 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $18,182 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.34% | 9.64%-15.0pp | -102.04%+96.7pp | 33.37%-38.7pp |
| Employer contribution / active EE | $5,497 | $8,034-31.6% | $36,232-84.8% | $11,253-51.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |