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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 | $37,418-16.3% | $77,100-59.4% | $77,906-59.8% |
| Participation rate | 23.8% | 46.9%-23.1pp | 67.9%-44.1pp | 73.7%-49.8pp |
| Annual return | -18.67% | -7.13%-11.5pp | 42.35%-61.0pp | 12.16%-30.8pp |
| Employer contribution / active EE | $510 | $1,200-57.5% | $2,815-81.9% | $2,846-82.1% |
| Participant deferral / active EE | $1,226 | $2,572-52.3% | $4,430-72.3% | $4,805-74.5% |
| Admin fee / account holder | $159 | $126+25.8% | $5,443-97.1% | $133+19.6% |