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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK7+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $24,917 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $23,091 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,505 | $56,511-53.1% | $185,837-85.7% | $86,813-69.5% |
| Participation rate | 84.8% | 65.5%+19.3pp | 81.7%+3.1pp | 72.3%+12.5pp |
| Annual return | 13.92% | 118.12%-104.2pp | 122.08%-108.2pp | 97.93%-84.0pp |
| Employer contribution / active EE | $939 | $1,844-49.1% | $5,168-81.8% | $2,406-61.0% |
| Participant deferral / active EE | $1,587 | $2,554-37.9% | $5,568-71.5% | $4,131-61.6% |
| Admin fee / account holder | $164 | $150+9.9% | $16,241-99.0% | $170-3.0% |