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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK5+ years Service code 21 · EIN 74-0635455 111 W. HOUSTON ST. · SAN ANTONIO, TX 78205 | Bank Trustee | $44,859 |
DEFINITI LLC1 year Service code 64 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping Fees | $10,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,155 | $69,383+15.5% | $101,264-20.8% | $73,493+9.1% |
| Participation rate | 78.1% | 68.4%+9.8pp | 75.8%+2.3pp | 70.7%+7.5pp |
| Annual return | 9.05% | 18.46%-9.4pp | 46.48%-37.4pp | 28.51%-19.5pp |
| Employer contribution / active EE | $1,325 | $2,628-49.6% | $3,660-63.8% | $2,270-41.7% |
| Participant deferral / active EE | $2,770 | $3,301-16.1% | $4,370-36.6% | $3,740-25.9% |
| Admin fee / account holder | $351 | $704-50.2% | $5,947-94.1% | $513-31.7% |