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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $32,806 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY EDGE Service code 10 · EIN 26-4527814 | Accounting | $6,800 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $79,149 | $89,652-11.7% | $141,197-43.9% | $65,186+21.4% |
| Participation rate | 79.4% | 74.7%+4.7pp | 82.5%-3.0pp | 70.2%+9.2pp |
| Annual return | 27.77% | 32.79%-5.0pp | 71.41%-43.6pp | 29.39%-1.6pp |
| Employer contribution / active EE | $1,972 | $3,065-35.7% | $4,736-58.4% | $2,177-9.4% |
| Participant deferral / active EE | $8,088 | $5,691+42.1% | $6,710+20.5% | $3,514+130.2% |
| Admin fee / account holder | $287 | $569-49.5% | $10,265-97.2% | $847-66.1% |