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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK7+ years Service code 27 100 W HOUSTON ST · SAN ANTONIO, TX 78205 | Advisory (Plan) | $27,928 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,290 |
Employer contribution per participant 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 | $39,130 | $77,670-49.6% | $109,163-64.2% | $79,393-50.7% |
| Participation rate | 85.5% | 67.8%+17.7pp | 75.9%+9.6pp | 70.7%+14.8pp |
| Annual return | 15.59% | 23.44%-7.9pp | 25.75%-10.2pp | 116.87%-101.3pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,587 | $3,518+2.0% | $4,654-22.9% | $4,046-11.3% |
| Admin fee / account holder | $211 | $732-71.2% | $6,754-96.9% | $627-66.4% |