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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK5 years Service code 21 · EIN 64-0169065 | Bank Trustee | $1,280 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,739 | $54,193-39.6% | $93,606-65.0% | $77,643-57.8% |
| Participation rate | 51.6% | 63.9%-12.3pp | 68.7%-17.1pp | 70.6%-18.9pp |
| Annual return | 16.74% | 30.54%-13.8pp | 133.20%-116.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $336 | $1,168-71.2% | $2,420-86.1% | $2,726-87.7% |
| Participant deferral / active EE | $999 | $3,144-68.2% | $4,411-77.4% | $4,647-78.5% |
| Admin fee / account holder | $4 | $576-99.4% | $8,285-100.0% | $430-99.1% |