Filed February 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $67,592 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,375 |
FROST, PLLC2 years Filed as: FROST PLLC Service code 10 · EIN 71-0817652 | Accounting | $21,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,561 | $50,151+18.8% | $149,717-60.2% | $80,149-25.7% |
| Participation rate | 48.4% | 64.3%-15.9pp | 78.8%-30.3pp | 72.9%-24.5pp |
| Annual return | 16.34% | 29.80%-13.5pp | 134.41%-118.1pp | 40.39%-24.1pp |
| Employer contribution / active EE | $282 | $1,867-84.9% | $4,820-94.1% | $2,977-90.5% |
| Participant deferral / active EE | $2,967 | $3,194-7.1% | $5,682-47.8% | $5,015-40.8% |
| Admin fee / account holder | $153 | $153+0.5% | $13,213-98.8% | $145+5.9% |