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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK6 years Service code 18 P.O. BOX 2950 · SAN ANTONIO, TX 782992950 | Investment advisory (plan); Custodial... | $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 | $89,259+43.7% | $107,187+19.7% | $82,637+55.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.69% | 21.02%-16.3pp | 204.55%-199.9pp | 53.51%-48.8pp |
| Employer contribution / active EE | $16,906 | $3,080+448.9% | $3,782+347.0% | $2,552+562.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $151 | $7,381-98.0% | $9,162-98.4% | $7,339-97.9% |