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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Service code 28 · EIN 64-0169065 228 ST. CHARLES AVENUE · NEW ORLEANS, LA 70130 | Investment Management | $112,011 |
TED SOILEAU, CPA, LLC1 year Filed as: TED SOILEAU CPA, LLC Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR. · BATON ROUGE, LA 70808 | Accounting | $20,635 |
Filed as: OSBORN, CARREIRO, AND ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE, STE. 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,000 |
THOMAS LOCKWOOD3+ years Service code 29 · EIN 72-1260484 7884 OFFICE PARK BLVD. · BATON ROUGE, LA 70809 | Legal | $10,986 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 200 CRESCENT COURT, STE. 900 · DALLAS, TX 75201 | Advisory (Plan) | $10,596 |
JEREMY PALMER3+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE. 2C · BATON ROUGE, LA 70810 | Accounting | $7,375 |
Service code 13 · EIN 06-6033492 151 FARMINGTON AVE., RTTA · HARTFORD, CT 06156 | Contract Administrator | $6,013 |
PERCY J. COMEAUX3+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $4,650 |
VINCE COMEAUX3+ years Service code 16 · EIN 72-0562245 2209 BELLA RUELLE STREET · NEW IBERIA, LA 70563 | Consulting | $1,689 |
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK WHITNEY INVESTMENT Service code 28 | Investment Management | $0 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.99% | 13.03%-2.0pp | 10.36%+0.6pp | 23.90%-12.9pp |
| Employer contribution / active EE | $7,119 | $15,779-54.9% | $37,738-81.1% | $16,539-57.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |