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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK3 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $37,867 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $88,568 | $99,957-11.4% | $149,745-40.9% | $73,497+20.5% |
| Participation rate | 85.5% | 75.7%+9.8pp | 82.5%+3.0pp | 70.7%+14.8pp |
| Annual return | 23.46% | 53.87%-30.4pp | 276.72%-253.3pp | 28.51%-5.1pp |
| Employer contribution / active EE | $972 | $3,191-69.5% | $4,646-79.1% | $2,270-57.2% |
| Participant deferral / active EE | $11,289 | $6,073+85.9% | $6,843+65.0% | $3,740+201.9% |
| Admin fee / account holder | $279 | $551-49.3% | $9,312-97.0% | $513-45.6% |