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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK6 years Service code 55 · EIN 64-0169065 | Other Commissions | $14,848 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,755 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,980 | $89,225-29.4% | $133,698-52.9% | $74,478-15.4% |
| Participation rate | 61.9% | 69.4%-7.5pp | 76.4%-14.5pp | 67.2%-5.3pp |
| Annual return | 13.46% | 22.76%-9.3pp | 580.90%-567.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,077 | $4,597-54.8% | $7,016-70.4% | $4,350-52.3% |
| Admin fee / account holder | $47 | $1,545-96.9% | $6,703-99.3% | $1,946-97.6% |