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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Trustee (bank, trust company, or simi... | $22,884 |
FROST BANK4 years Service code 21 111 WEST HOUSTON STREET · SAN ANTONIO, TX 78205 | Bank Trustee | $16,485 |
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 | $32,283 | $65,453-50.7% | $86,691-62.8% | $66,930-51.8% |
| Participation rate | 95.9% | 75.5%+20.4pp | 76.6%+19.3pp | 69.8%+26.1pp |
| Annual return | -18.47% | -10.89%-7.6pp | 35.94%-54.4pp | 1.57%-20.0pp |
| Employer contribution / active EE | $1,242 | $2,154-42.3% | $2,837-56.2% | $2,545-51.2% |
| Participant deferral / active EE | $3,178 | $4,102-22.5% | $4,656-31.7% | $4,238-25.0% |
| Admin fee / account holder | $201 | $642-68.7% | $7,492-97.3% | $593-66.2% |