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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $49,902 |
FROST BANK2 years Filed as: FROST INSURANCE Service code 27 · EIN 74-6036463 | Advisory (Plan) | $43,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,302 | $37,317-16.1% | $77,027-59.4% | $77,912-59.8% |
| Participation rate | 23.8% | 46.9%-23.0pp | 67.9%-44.1pp | 73.7%-49.8pp |
| Annual return | -18.67% | -5.88%-12.8pp | 42.32%-61.0pp | 12.20%-30.9pp |
| Employer contribution / active EE | $510 | $1,218-58.1% | $2,813-81.9% | $2,848-82.1% |
| Participant deferral / active EE | $1,226 | $2,564-52.2% | $4,427-72.3% | $4,807-74.5% |
| Admin fee / account holder | $159 | $126+26.2% | $5,425-97.1% | $133+19.6% |