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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK5 years Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Direct payment from the plan; Investm... | $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 | $81,476+54.6% | $102,383+23.0% | $80,925+55.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.74% | 25.59%-15.9pp | 24.94%-15.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $25,069 | $3,105+707.5% | $3,870+547.7% | $2,756+809.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $148 | $6,717-97.8% | $8,391-98.2% | $6,940-97.9% |