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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES8+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $8,381 |
FROST BANK1 year Filed as: FROST WEALTH ADVISORS Service code 27 111 W HOUSTON ST · SAN ANTONIO, TX 78205 | Advisory (Plan) | $8,182 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,322 | $47,205-59.1% | $61,491-68.6% | $66,949-71.1% |
| Participation rate | 90.8% | 64.2%+26.6pp | 79.3%+11.5pp | 69.8%+21.0pp |
| Annual return | -18.95% | -17.16%-1.8pp | -12.98%-6.0pp | 1.57%-20.5pp |
| Employer contribution / active EE | $1,412 | $2,885-51.1% | $4,246-66.8% | $2,545-44.5% |
| Participant deferral / active EE | $1,355 | $3,114-56.5% | $5,188-73.9% | $4,239-68.0% |
| Admin fee / account holder | $190 | $471-59.6% | $4,312-95.6% | $594-68.0% |