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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK3+ years Filed as: HANCOCK BANK Service code 15 · EIN 64-0169065 | Recordkeeping | $11,460 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $30 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,058 | $43,411-67.6% | $94,993-85.2% | $69,631-79.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 73.9%+26.1pp | 70.7%+29.3pp |
| Annual return | 13.35% | 22.54%-9.2pp | 27.14%-13.8pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $875 | $1,202-27.2% | $2,603-66.4% | $2,032-57.0% |
| Participant deferral / active EE | $1,545 | $2,384-35.2% | $3,317-53.4% | $3,224-52.1% |
| Admin fee / account holder | $21 | $87-76.1% | $4,960-99.6% | $110-81.1% |