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| Provider | Service type | Compensation |
|---|---|---|
ADKF1 year Filed as: ADKF, P.C. Service code 10 · EIN 74-2060655 | Accounting | $12,500 |
FROST BANK6 years Service code 21 111 WEST HOUSTON STREET · SAN ANTONIO, TX 78205 | Bank Trustee | $10,735 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMIN SERVICES Service code 12 · EIN 16-1503696 | Participant communication; Custodial ... | $8,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,086 | $50,815-58.5% | $155,509-86.4% | $77,643-72.8% |
| Participation rate | 39.7% | 63.1%-23.4pp | 78.2%-38.5pp | 70.6%-30.9pp |
| Annual return | 7.32% | 34.80%-27.5pp | 64.67%-57.3pp | 31.24%-23.9pp |
| Employer contribution / active EE | $73 | $1,993-96.3% | $4,672-98.4% | $2,726-97.3% |
| Participant deferral / active EE | $714 | $2,822-74.7% | $5,626-87.3% | $4,647-84.6% |
| Admin fee / account holder | $237 | $437-45.8% | $15,912-98.5% | $430-45.1% |