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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK5 years Service code 15 · EIN 64-0169065 | Recordkeeping | $47,439 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,873 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,767 | $55,446-53.5% | $155,574-83.4% | $74,429-65.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.10% | 269.20%-255.1pp | 64.87%-50.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $2,380 | $2,266+5.0% | $4,676-49.1% | $2,625-9.3% |
| Participant deferral / active EE | $3,662 | $2,836+29.1% | $5,629-34.9% | $4,348-15.8% |
| Admin fee / account holder | $78 | $1,743-95.5% | $15,914-99.5% | $1,944-96.0% |