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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK8 years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 228 ST. CHARLES AVENUE · NEW ORLEANS, LA 701302601 | Securities Custodian | $55,784 |
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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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 8.25% | 9.74%-1.5pp | 12.68%-4.4pp | 9.89%-1.6pp |
| Employer contribution / active EE | $4,913 | $15,597-68.5% | $41,609-88.2% | $14,313-65.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |