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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Consulting (general); Participant loa... | $33,792 |
FROST BANK6 years Service code 21 111 WEST HOUSTON STREET · SAN ANTONIO, TX 78205 | Bank Trustee | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,776 | $79,223-41.0% | $102,460-54.3% | $74,478-37.2% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 14.05% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,206 | $2,363-49.0% | $3,025-60.1% | $2,626-54.1% |
| Participant deferral / active EE | $3,622 | $4,417-18.0% | $5,056-28.4% | $4,350-16.7% |
| Admin fee / account holder | $241 | $2,003-88.0% | $9,460-97.5% | $1,946-87.6% |