Filed February 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $73,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,615 |
FROST, PLLC3 years Filed as: FROST PLLC Service code 10 · EIN 71-0817652 | Accounting | $25,538 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,537 | $53,136+21.5% | $155,509-58.5% | $199,593-67.7% |
| Participation rate | 48.0% | 64.1%-16.1pp | 78.2%-30.2pp | 72.0%-24.0pp |
| Annual return | 11.03% | 41.15%-30.1pp | 64.67%-53.6pp | 34.25%-23.2pp |
| Employer contribution / active EE | $716 | $1,851-61.3% | $4,672-84.7% | $3,034-76.4% |
| Participant deferral / active EE | $2,705 | $3,161-14.4% | $5,626-51.9% | $5,087-46.8% |
| Admin fee / account holder | $179 | $185-3.2% | $15,912-98.9% | $269-33.3% |