Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FROST BANK4+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $17,603 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $15,389 |
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 | $14,555 | $37,196-60.9% | $154,108-90.6% | $55,725-73.9% |
| Participation rate | 77.0% | 64.1%+12.9pp | 83.0%-6.0pp | 70.9%+6.2pp |
| Annual return | -5.91% | 1319.68%-1325.6pp | 735.21%-741.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $571 | $1,614-64.6% | $5,298-89.2% | $2,078-72.5% |
| Participant deferral / active EE | $1,015 | $2,068-50.9% | $5,081-80.0% | $3,356-69.8% |
| Admin fee / account holder | $120 | $102+18.5% | $13,411-99.1% | $115+4.5% |