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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK2 years Filed as: HANCOCK BANK Service code 15 · EIN 64-0169065 | Recordkeeping | $3,800 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $17,396 | $62,928-72.4% | $172,752-89.9% | $67,579-74.3% |
| Participation rate | 82.8% | 64.5%+18.3pp | 82.6%+0.1pp | 71.3%+11.5pp |
| Annual return | 27.17% | 30.36%-3.2pp | 802.97%-775.8pp | 378.56%-351.4pp |
| Employer contribution / active EE | $2,257 | $1,636+38.0% | $5,144-56.1% | $2,148+5.1% |
| Participant deferral / active EE | $2,101 | $2,145-2.1% | $5,198-59.6% | $3,539-40.6% |
| Admin fee / account holder | $12 | $167-93.0% | $13,955-99.9% | $142-91.8% |