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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES10+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $24,503 |
FROST BANK3 years Filed as: FROST WEALTH ADVISORS Service code 27 111 W HOUSTON ST · SAN ANTONIO, TX 78205 | Advisory (Plan) | $9,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,111 | $56,140-51.7% | $76,383-64.5% | $74,478-63.6% |
| Participation rate | 82.7% | 62.6%+20.2pp | 79.3%+3.5pp | 67.2%+15.5pp |
| Annual return | 13.44% | 13.87%-0.4pp | 13.79%-0.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,312 | $2,881-19.8% | $4,587-49.6% | $2,626-12.0% |
| Participant deferral / active EE | $1,365 | $3,154-56.7% | $5,474-75.1% | $4,350-68.6% |
| Admin fee / account holder | $218 | $776-71.9% | $5,147-95.8% | $1,946-88.8% |