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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK2 years Filed as: FROST WEALTH ADVISORS Service code 27 111 W HOUSTON ST · SAN ANTONIO, TX 78205 | Advisory (Plan) | $8,595 |
JULY BUSINESS SERVICES9+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $7,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,791 | $53,063-51.4% | $70,160-63.2% | $71,529-63.9% |
| Participation rate | 64.3% | 62.1%+2.2pp | 78.8%-14.5pp | 67.9%-3.7pp |
| Annual return | 17.97% | 19.46%-1.5pp | 19.08%-1.1pp | 28.97%-11.0pp |
| Employer contribution / active EE | $1,607 | $3,011-46.6% | $4,285-62.5% | $2,590-38.0% |
| Participant deferral / active EE | $1,264 | $3,291-61.6% | $5,394-76.6% | $4,291-70.6% |
| Admin fee / account holder | $224 | $1,068-79.0% | $4,582-95.1% | $1,588-85.9% |