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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1+ years Filed as: HANCOCK BANK Service code 15 · EIN 64-0169065 | Recordkeeping | $5,125 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $3,963 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,982 | $34,492-21.8% | $80,004-66.3% | $55,191-51.1% |
| Participation rate | 19.9% | 62.9%-43.0pp | 73.0%-53.1pp | 69.2%-49.3pp |
| Annual return | -0.04% | 3.50%-3.5pp | 7.63%-7.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $234 | $1,043-77.6% | $2,473-90.5% | $1,899-87.7% |
| Participant deferral / active EE | $466 | $2,104-77.9% | $3,204-85.5% | $3,046-84.7% |
| Admin fee / account holder | $25 | $69-64.3% | $5,033-99.5% | $91-72.7% |