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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,567 |
FROST BANK2 years Filed as: FROST WEALTH ADVISORS Service code 27 111 WEST HOUSTON · SAN ANTONIO, TX 78205 | Advisory (Plan) | $16,253 |
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 | $15,608 | $47,163-66.9% | $149,696-89.6% | $74,460-79.0% |
| Participation rate | 96.2% | 63.4%+32.8pp | 78.8%+17.4pp | 70.7%+25.5pp |
| Annual return | 38.16% | 22.75%+15.4pp | 134.46%-96.3pp | 34.38%+3.8pp |
| Employer contribution / active EE | $1,817 | $1,907-4.7% | $4,821-62.3% | $2,638-31.1% |
| Participant deferral / active EE | $2,433 | $2,730-10.9% | $5,682-57.2% | $4,530-46.3% |
| Admin fee / account holder | $109 | $343-68.2% | $13,212-99.2% | $348-68.6% |