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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK3 years Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Investment advisory (plan); Direct pa... | $19,291 |
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 | $124,134 | $64,719+91.8% | $112,249+10.6% | $68,486+81.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -25.62% | -11.40%-14.2pp | 27.48%-53.1pp | -7.85%-17.8pp |
| Employer contribution / active EE | $17,222 | $2,747+527.0% | $3,636+373.6% | $2,597+563.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $171 | $5,232-96.7% | $6,412-97.3% | $5,404-96.8% |