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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK1 year Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Custodial (other than securities); Di... | $18,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,350 | $72,269+157.9% | $101,271+84.0% | $79,852+133.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 1.72% | 22.29%-20.6pp | 46.48%-44.8pp | 31.72%-30.0pp |
| Employer contribution / active EE | $26,079 | $2,692+868.8% | $3,660+612.5% | $2,471+955.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $48,056 | $4,401+991.9% | $5,948+708.0% | $5,306+805.6% |