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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,370 |
FROST BANK1 year Service code 27 · EIN 74-6036463 | Advisory (Plan) | $7,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,144 | $49,451+39.8% | $79,580-13.1% | $66,938+3.3% |
| Participation rate | 47.3% | 61.3%-14.0pp | 69.5%-22.2pp | 69.8%-22.5pp |
| Annual return | -17.22% | 84.25%-101.5pp | 0.15%-17.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $314 | $1,266-75.2% | $2,413-87.0% | $2,545-87.7% |
| Participant deferral / active EE | $2,219 | $3,159-29.7% | $3,985-44.3% | $4,238-47.6% |
| Admin fee / account holder | $297 | $595-50.1% | $6,835-95.7% | $594-50.0% |