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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 | $54,245-49.2% | $93,727-70.6% | $77,762-64.6% |
| Participation rate | 27.8% | 63.9%-36.1pp | 68.7%-40.9pp | 70.6%-42.8pp |
| Annual return | 22.74% | 30.58%-7.8pp | 133.83%-111.1pp | 31.27%-8.5pp |
| Employer contribution / active EE | $783 | $1,168-32.9% | $2,421-67.7% | $2,728-71.3% |
| Participant deferral / active EE | $1,310 | $3,144-58.3% | $4,417-70.4% | $4,651-71.8% |
| Admin fee / account holder | $234 | $575-59.4% | $8,292-97.2% | $433-46.0% |