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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK2+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $16,741 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $10,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,671 | $36,916-57.5% | $156,551-90.0% | $57,658-72.8% |
| Participation rate | 68.8% | 63.4%+5.3pp | 84.0%-15.2pp | 70.2%-1.5pp |
| Annual return | 7.84% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $371 | $1,571-76.4% | $5,501-93.3% | $1,974-81.2% |
| Participant deferral / active EE | $917 | $1,926-52.4% | $4,871-81.2% | $3,061-70.0% |
| Admin fee / account holder | $119 | $82+44.1% | $13,028-99.1% | $95+25.8% |