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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK3+ years Service code 21 · EIN 74-0635455 100 W. HOUSTON ST. · SAN ANTONIO, TX 78205 | Bank Trustee | $40,626 |
RETIREMENT HORIZONS INC.1 year Service code 64 · EIN 76-0551734 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 773801108 | Recordkeeping Fees | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,835 | $55,449+29.6% | $83,850-14.3% | $56,287+27.6% |
| Participation rate | 80.6% | 68.0%+12.6pp | 76.1%+4.5pp | 69.9%+10.8pp |
| Annual return | -4.70% | -1.38%-3.3pp | 850.92%-855.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,102 | $2,430-54.7% | $3,631-69.7% | $2,111-47.8% |
| Participant deferral / active EE | $3,133 | $2,935+6.7% | $4,082-23.2% | $3,350-6.5% |
| Admin fee / account holder | $380 | $656-42.0% | $5,478-93.1% | $521-27.0% |