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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Service code 15 · EIN 64-0169065 | Recordkeeping | $9,183 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,783 | $55,636-64.4% | $81,983-75.9% | $73,488-73.1% |
| Participation rate | 35.3% | 62.3%-27.0pp | 69.2%-33.9pp | 70.7%-35.3pp |
| Annual return | 14.35% | 19.07%-4.7pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,008 | $1,625-37.9% | $2,498-59.6% | $2,270-55.6% |
| Participant deferral / active EE | $651 | $2,762-76.4% | $3,722-82.5% | $3,740-82.6% |
| Admin fee / account holder | $129 | $493-73.8% | $5,664-97.7% | $513-74.8% |