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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK6 years Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Direct payment from the plan; Investm... | $17,072 |
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 | $128,261 | $88,672+44.6% | $105,223+21.9% | $82,448+55.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.69% | 30.86%-26.2pp | 180.65%-176.0pp | 41.64%-36.9pp |
| Employer contribution / active EE | $16,906 | $3,048+454.7% | $3,689+358.3% | $2,551+562.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $151 | $7,146-97.9% | $8,859-98.3% | $7,234-97.9% |