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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK2 years Service code 21 · EIN 64-0169065 | Bank Trustee | $3,250 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,668 | $93,182-76.7% | $146,665-85.2% | $79,386-72.7% |
| Participation rate | 95.7% | 76.4%+19.3pp | 80.1%+15.7pp | 70.7%+25.0pp |
| Annual return | 19.83% | 21.61%-1.8pp | 22.74%-2.9pp | 116.85%-97.0pp |
| Employer contribution / active EE | $1,863 | $2,420-23.0% | $4,136-55.0% | $2,427-23.3% |
| Participant deferral / active EE | $1,262 | $4,169-69.7% | $5,506-77.1% | $4,046-68.8% |
| Admin fee / account holder | $9 | $585-98.4% | $10,280-99.9% | $626-98.5% |