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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
HANCOCK WHITNEY BANK3 years Service code 15 · EIN 64-0169065 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,262 | $45,863+37.9% | $77,024-17.9% | $68,494-7.6% |
| Participation rate | 68.7% | 55.9%+12.8pp | 67.9%+0.8pp | 67.9%+0.8pp |
| Annual return | -17.07% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,348 | $1,650-18.3% | $2,812-52.1% | $2,596-48.1% |
| Participant deferral / active EE | $2,340 | $2,962-21.0% | $4,426-47.1% | $4,027-41.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |