Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1 year Filed as: WHITNEY BANK Service code 27 2510 14TH ST · GULFPORT, MS 39501 | Advisory (Plan) | $20,989 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,928 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,581 | $75,962-11.0% | $154,111-56.1% | $64,173+5.3% |
| Participation rate | 78.4% | 70.4%+8.0pp | 83.0%-4.6pp | 69.6%+8.8pp |
| Annual return | 5.31% | 30.32%-25.0pp | 735.18%-729.9pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,590 | $3,350-52.6% | $5,298-70.0% | $2,381-33.2% |
| Participant deferral / active EE | $3,509 | $3,175+10.5% | $5,081-30.9% | $3,470+1.1% |
| Admin fee / account holder | $420 | $5,589-92.5% | $13,411-96.9% | $4,887-91.4% |