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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK2 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $45,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,342 | $109,881+248.0% | $150,045+154.8% | $84,808+350.8% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 13.81% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $19,805 | $3,561+456.1% | $4,693+322.0% | $2,631+652.7% |
| Participant deferral / active EE | $9,000 | $6,636+35.6% | $7,997+12.5% | $4,212+113.7% |
| Admin fee / account holder | $302 | $8,568-96.5% | $13,435-97.8% | $7,344-95.9% |