Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $536,222 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $214,960 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $123,052 |
HANCOCK WHITNEY BANK2 years Service code 12 · EIN 64-0169065 | Custodial (securities); Direct paymen... | $109,520 |
GOLDMAN SACHS4 years Filed as: POLUNIN CAPITAL PARTNERS, LTD Service code 28 · EIN 80-0741735 | Investment Management | $92,181 |
JOHCM (USA) INC.2 years Filed as: J O HAMBRO CAPITAL MANAGEMENT LTD Service code 28 | Investment Management | $71,684 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $55,884 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $45,928 |
Service code 10 · EIN 72-1396621 | Accounting | $21,100 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 13.89% | 34.64%-20.7pp | 20.73%-6.8pp | 21.83%-7.9pp |
| Employer contribution / active EE | $9,603 | $7,654+25.5% | $36,503-73.7% | $12,237-21.5% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |