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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Service code 27 · EIN 64-0169065 | Advisory (Plan) | $62,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,732 | $180,978+100.4% | $147,117+146.6% | - |
| Participation rate | 91.9% | 77.3%+14.7pp | 82.2%+9.7pp | - |
| Annual return | 14.30% | 12.24%+2.1pp | 420.54%-406.2pp | - |
| Employer contribution / active EE | $16,297 | $3,338+388.3% | $4,932+230.4% | - |
| Participant deferral / active EE | $8,752 | $6,936+26.2% | $8,065+8.5% | - |
| Admin fee / account holder | $510 | $27,876-98.2% | $12,993-96.1% | - |