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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK6 years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 228 ST. CHARLES AVENUE · NEW ORLEANS, LA 701302601 | Securities Custodian | $61,526 |
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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.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 6.19% | 11.99%-5.8pp | 8.95%-2.8pp | 18.35%-12.2pp |
| Employer contribution / active EE | $6,579 | $18,406-64.3% | $46,559-85.9% | $14,669-55.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |