Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $660,605 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $597,661 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $367,975 |
HANCOCK WHITNEY BANK3 years Service code 21 · EIN 64-0169065 | Bank Trustee | $128,119 |
GOLDMAN SACHS1 year Filed as: POLUNIN DEVELOPING COUNTRIES FD LLC Service code 28 · EIN 80-0741735 | Investment Management | $91,339 |
JOHCM (USA) INC.3 years Filed as: J O HAMBRO CAPITAL MANAGEMENT LTD Service code 28 | Investment Management | $80,207 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $56,731 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $52,921 |
CARR, RIGGS & INGRAM, LLC2 years Service code 10 · EIN 72-1396621 | Accounting | $35,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 8.68% | 12.77%-4.1pp | 90.61%-81.9pp | 12.86%-4.2pp |
| Employer contribution / active EE | $7,918 | $8,963-11.7% | $32,730-75.8% | $13,687-42.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |