Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK3 years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 228 ST. CHARLES AVENUE · NEW ORLEANS, LA 701302601 | Securities Custodian | $53,229 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -5.78% | -1.56%-4.2pp | -2.18%-3.6pp | 10.56%-16.3pp |
| Employer contribution / active EE | $5,455 | $15,244-64.2% | $38,751-85.9% | $13,643-60.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |