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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK8+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $23,621 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $23,122 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,478 | $46,332-55.8% | $143,799-85.8% | $64,819-68.4% |
| Participation rate | 78.4% | 64.2%+14.2pp | 80.3%-1.9pp | 71.5%+7.0pp |
| Annual return | -19.03% | -10.05%-9.0pp | -0.04%-19.0pp | 32.84%-51.9pp |
| Employer contribution / active EE | $863 | $1,911-54.9% | $4,952-82.6% | $2,507-65.6% |
| Participant deferral / active EE | $1,530 | $2,647-42.2% | $5,638-72.9% | $4,311-64.5% |
| Admin fee / account holder | $151 | $154-2.0% | $14,677-99.0% | $188-19.7% |