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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK9+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $24,658 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $24,022 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,356 | $47,163-54.7% | $149,696-85.7% | $74,460-71.3% |
| Participation rate | 77.8% | 63.4%+14.4pp | 78.8%-0.9pp | 70.7%+7.1pp |
| Annual return | 17.74% | 22.75%-5.0pp | 134.46%-116.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $933 | $1,907-51.1% | $4,821-80.6% | $2,638-64.6% |
| Participant deferral / active EE | $1,678 | $2,730-38.5% | $5,682-70.5% | $4,530-62.9% |
| Admin fee / account holder | $136 | $343-60.3% | $13,212-99.0% | $348-60.8% |