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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,634 |
FROST BANK3 years Filed as: FROST WEALTH ADVISORS Service code 27 111 WEST HOUSTON · SAN ANTONIO, TX 78205 | Advisory (Plan) | $25,648 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,114 | $50,919-64.4% | $155,556-88.4% | $77,762-76.7% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.4pp |
| Annual return | 12.56% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $2,024 | $1,991+1.6% | $4,675-56.7% | $2,728-25.8% |
| Participant deferral / active EE | $2,539 | $2,824-10.1% | $5,631-54.9% | $4,651-45.4% |
| Admin fee / account holder | $155 | $437-64.5% | $15,885-99.0% | $433-64.2% |