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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK1+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $16,265 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $8,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,467 | $37,117-58.3% | $147,617-89.5% | $55,191-72.0% |
| Participation rate | 57.5% | 63.6%-6.1pp | 84.6%-27.1pp | 69.2%-11.6pp |
| Annual return | -0.18% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $320 | $1,620-80.3% | $5,564-94.3% | $1,899-83.2% |
| Participant deferral / active EE | $896 | $1,985-54.9% | $4,895-81.7% | $3,046-70.6% |
| Admin fee / account holder | $117 | $86+36.4% | $11,612-99.0% | $91+28.5% |