Filed April 30, 2018 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $457,378 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $438,063 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $380,766 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $336,991 |
JOHCM (USA) INC.5 years Filed as: J O HAMBRO CAPITAL MANAGEMENT LTD Service code 28 | Investment Management | $235,885 |
Service code 28 · EIN 84-2331060 | Investment Management | $158,173 |
GOLDMAN SACHS3 years Filed as: POLUNIN DEVELOPING COUNTRIES FD LLC Service code 28 · EIN 80-0741735 | Investment Management | $121,008 |
HANCOCK WHITNEY BANK5 years Service code 21 · EIN 64-0169065 | Bank Trustee | $92,825 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $50,427 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 | Accounting | $42,720 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -11.38% | -2.41%-9.0pp | -38.86%+27.5pp | 23.41%-34.8pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |