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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Filed as: WHITNEY BANK Service code 21 · EIN 72-1171087 | Bank Trustee | $12,691 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,718 | $42,546-67.8% | $71,796-80.9% | $55,167-75.1% |
| Participation rate | 58.0% | 59.1%-1.1pp | 69.1%-11.1pp | 69.0%-11.0pp |
| Annual return | 2.13% | 12.36%-10.2pp | 78.04%-75.9pp | 169.23%-167.1pp |
| Employer contribution / active EE | $478 | $803-40.5% | $1,924-75.1% | $1,963-75.6% |
| Participant deferral / active EE | $1,658 | $2,064-19.7% | $2,794-40.7% | $3,054-45.7% |
| Admin fee / account holder | $121 | $650-81.4% | $4,815-97.5% | $504-76.0% |