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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK3+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $18,312 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $16,733 |
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 | $15,489 | $46,173-66.5% | $170,435-90.9% | $69,631-77.8% |
| Participation rate | 70.4% | 63.9%+6.5pp | 83.6%-13.2pp | 70.7%-0.3pp |
| Annual return | 18.40% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $538 | $1,610-66.6% | $5,432-90.1% | $2,032-73.5% |
| Participant deferral / active EE | $998 | $2,080-52.0% | $4,939-79.8% | $3,224-69.0% |
| Admin fee / account holder | $140 | $116+20.9% | $13,881-99.0% | $110+26.9% |