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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK8 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $38,811 |
PEGGY S. EDGE, CPA, LLC9 years Service code 10 · EIN 26-4221663 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $8,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,174 | $106,749+18.2% | $145,433-13.2% | $82,448+53.0% |
| Participation rate | 87.0% | 75.6%+11.4pp | 82.1%+4.9pp | 68.1%+18.9pp |
| Annual return | 17.96% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,333 | $3,444-32.3% | $4,554-48.8% | $2,551-8.5% |
| Participant deferral / active EE | $15,720 | $6,519+141.2% | $7,897+99.1% | $4,139+279.8% |
| Admin fee / account holder | $280 | $8,390-96.7% | $13,129-97.9% | $7,234-96.1% |