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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK7 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $41,943 |
PEGGY S. EDGE, CPA, LLC8 years Service code 10 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $7,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,079 | $101,672+12.2% | $147,117-22.5% | $74,478+53.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 16.58% | 8757.83%-8741.2pp | 420.54%-404.0pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,527 | $3,813-60.0% | $4,932-69.1% | $2,626-41.9% |
| Participant deferral / active EE | $11,529 | $7,305+57.8% | $8,065+43.0% | $4,350+165.0% |
| Admin fee / account holder | $296 | $1,753-83.1% | $12,993-97.7% | $1,946-84.8% |