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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK5 years Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Investment advisory (plan); Direct pa... | $17,589 |
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 | $125,976 | $81,504+54.6% | $102,437+23.0% | $80,959+55.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.74% | 25.60%-15.9pp | 24.95%-15.2pp | 35.67%-25.9pp |
| Employer contribution / active EE | $25,069 | $3,104+707.8% | $3,871+547.7% | $2,757+809.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $148 | $6,719-97.8% | $8,388-98.2% | $6,925-97.9% |