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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK1 year Service code 28 · EIN 74-6036463 | Investment Management | $20,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,074 | $31,388-52.0% | $73,545-79.5% | $62,292-75.8% |
| Participation rate | 52.4% | 39.9%+12.6pp | 54.9%-2.5pp | 69.5%-17.1pp |
| Annual return | 12.17% | 25.34%-13.2pp | -15.16%+27.3pp | 28.90%-16.7pp |
| Employer contribution / active EE | $280 | $498-43.7% | $1,219-77.0% | $2,042-86.3% |
| Participant deferral / active EE | $722 | $1,028-29.8% | $1,806-60.0% | $3,169-77.2% |
| Admin fee / account holder | $89 | $299-70.4% | $2,320-96.2% | $479-81.5% |