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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK4+ years Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $13,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,939 | $48,261-31.7% | $68,612-52.0% | $55,725-40.9% |
| Participation rate | 24.1% | 71.0%-47.0pp | 72.2%-48.1pp | 70.9%-46.8pp |
| Annual return | -6.35% | -2.61%-3.7pp | -4.63%-1.7pp | 244.93%-251.3pp |
| Employer contribution / active EE | $491 | $1,742-71.8% | $2,625-81.3% | $2,078-76.4% |
| Participant deferral / active EE | $782 | $2,712-71.2% | $3,311-76.4% | $3,356-76.7% |
| Admin fee / account holder | $29 | $126-76.8% | $5,131-99.4% | $115-74.6% |