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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $4,600 |
CHARLES SCHWAB & CO., INC.2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,005 | $42,546+24.6% | $71,796-26.2% | $55,167-3.9% |
| Participation rate | 48.5% | 59.1%-10.7pp | 69.1%-20.6pp | 69.0%-20.5pp |
| Annual return | 4.78% | 12.36%-7.6pp | 78.04%-73.3pp | 169.23%-164.5pp |
| Employer contribution / active EE | $6 | $803-99.2% | $1,924-99.7% | $1,963-99.7% |
| Participant deferral / active EE | $2,527 | $2,064+22.4% | $2,794-9.6% | $3,054-17.3% |
| Admin fee / account holder | $45 | $650-93.1% | $4,815-99.1% | $504-91.1% |