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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1+ years Service code 15 · EIN 64-0169065 | Recordkeeping | $8,652 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,715 | $60,776-29.7% | $85,682-50.1% | $79,386-46.2% |
| Participation rate | 19.5% | 62.1%-42.6pp | 69.9%-50.4pp | 70.7%-51.2pp |
| Annual return | 10.68% | 16.57%-5.9pp | 21.49%-10.8pp | 116.85%-106.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $721 | $2,919-75.3% | $3,923-81.6% | $4,046-82.2% |
| Admin fee / account holder | $390 | $438-11.1% | $6,873-94.3% | $626-37.7% |