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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK5 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $83,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,456 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,115 | $95,438+10.1% | $135,982-22.7% | $74,473+41.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.84% | 32.61%-10.8pp | 68.32%-46.5pp | 34.36%-12.5pp |
| Employer contribution / active EE | $5,275 | $3,878+36.0% | $4,859+8.6% | $2,638+99.9% |
| Participant deferral / active EE | $8,971 | $7,790+15.2% | $7,760+15.6% | $4,530+98.0% |
| Admin fee / account holder | $68 | $259-73.7% | $10,767-99.4% | $347-80.4% |