Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $637,271 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $567,115 |
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $474,646 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $272,283 |
GOLDMAN SACHS2 years Filed as: POLUNIN DEVELOPING COUNTRIES FD LLC Service code 28 · EIN 80-0741735 | Investment Management | $138,832 |
HANCOCK WHITNEY BANK4 years Service code 21 · EIN 64-0169065 | Bank Trustee | $128,119 |
JOHCM (USA) INC.4 years Filed as: J O HAMBRO CAPITAL MANAGEMENT LTD Service code 28 | Investment Management | $121,611 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 | Accounting | $35,220 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $35,123 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 16.24% | 35.98%-19.7pp | 10.75%+5.5pp | 15.63%+0.6pp |
| Employer contribution / active EE | $2,691 | $8,396-67.9% | $35,170-92.3% | $11,476-76.5% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |