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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICE, LLC Service code 60 | Sub-TA Fees | $18,039 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $18,039 |
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $11,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,563 | $54,193-49.1% | $93,654-70.6% | $77,671-64.5% |
| Participation rate | 27.8% | 63.9%-36.1pp | 68.7%-40.9pp | 70.6%-42.8pp |
| Annual return | 22.74% | 30.54%-7.8pp | 133.34%-110.6pp | 31.21%-8.5pp |
| Employer contribution / active EE | $783 | $1,168-33.0% | $2,421-67.7% | $2,726-71.3% |
| Participant deferral / active EE | $1,310 | $3,144-58.3% | $4,413-70.3% | $4,648-71.8% |
| Admin fee / account holder | $234 | $576-59.4% | $8,282-97.2% | $430-45.7% |