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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT2+ years Service code 28 · EIN 43-1925734 | Investment Management | $25,773 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $22,080 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $19,427 |
Service code 29 · EIN 77-0999672 | Legal | $9,186 |
HANCOCK WHITNEY BANK2+ years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 | Securities Custodian | $5,992 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,479 | $80,354-90.7% | $133,975-94.4% | $63,975-88.3% |
| Participation rate | 89.7% | 87.5%+2.1pp | 87.1%+2.6pp | 71.1%+18.5pp |
| Annual return | 4.43% | 13.11%-8.7pp | 29.29%-24.9pp | 48.65%-44.2pp |
| Employer contribution / active EE | $391 | $3,503-88.8% | $5,211-92.5% | $2,182-82.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $58 | $69-15.7% | $9,324-99.4% | $70-17.1% |