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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK4 years Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Custodial (other than securities); Di... | $21,500 |
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 | $123,436 | $73,955+66.9% | $96,520+27.9% | $75,181+64.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.43% | 26.72%-26.3pp | 35.72%-35.3pp | 160.69%-160.3pp |
| Employer contribution / active EE | $14,334 | $2,930+389.2% | $3,739+283.4% | $2,671+436.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $195 | $5,217-96.3% | $6,733-97.1% | $5,650-96.5% |