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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK5+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $18,115 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $16,489 |
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 | $16,821 | $62,928-73.3% | $172,752-90.3% | $67,579-75.1% |
| Participation rate | 79.7% | 64.5%+15.3pp | 82.6%-2.9pp | 71.3%+8.5pp |
| Annual return | 25.67% | 30.36%-4.7pp | 802.97%-777.3pp | 378.56%-352.9pp |
| Employer contribution / active EE | $664 | $1,636-59.4% | $5,144-87.1% | $2,148-69.1% |
| Participant deferral / active EE | $1,137 | $2,145-47.0% | $5,198-78.1% | $3,539-67.9% |
| Admin fee / account holder | $117 | $167-29.9% | $13,955-99.2% | $142-17.9% |