Filed April 30, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $341,511 |
JOHCM (USA) INC.6 years Filed as: J O HAMBRO CAPITAL MANAGEMENT LTD Service code 52 | Indirect Investment Fees | $123,867 |
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $119,551 |
HANCOCK WHITNEY BANK6 years Service code 19 · EIN 64-0169065 | Securities Custodian | $108,203 |
CARR, RIGGS & INGRAM, LLC5 years Service code 10 · EIN 72-1396621 | Accounting | $35,000 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $16,073 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The 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 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 9.65% | 9.71%-0.1pp | 32.30%-22.6pp | 9.11%+0.5pp |
| Employer contribution / active EE | $4,393 | $7,317-40.0% | $33,955-87.1% | $12,231-64.1% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |