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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK9 years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 228 ST. CHARLES AVENUE · NEW ORLEANS, LA 701302601 | Securities Custodian | $58,194 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 7.06% | 9.98%-2.9pp | 9.17%-2.1pp | 8.21%-1.2pp |
| Employer contribution / active EE | $4,138 | $11,917-65.3% | $40,523-89.8% | $13,841-70.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |