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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Claims processing; Real estate broker... | $19,571 |
FROST BANK1 year Service code 21 111 WEST HOUSTON STREET · SAN ANTONIO, TX 78205 | Bank Trustee | $12,240 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,816 | $65,376-45.2% | $87,104-58.9% | $65,185-45.1% |
| Participation rate | 75.2% | 75.3%-0.2pp | 76.9%-1.7pp | 70.2%+5.0pp |
| Annual return | 21.50% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $877 | $1,822-51.9% | $2,521-65.2% | $2,177-59.7% |
| Participant deferral / active EE | $2,429 | $3,388-28.3% | $4,048-40.0% | $3,514-30.9% |
| Admin fee / account holder | $229 | $520-55.9% | $7,491-96.9% | $847-72.9% |