Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,591+12.3% | $147,096-22.4% | $74,429+53.3% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 16.58% | 8746.45%-8729.9pp | 419.75%-403.2pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,527 | $3,813-60.0% | $4,936-69.1% | $2,625-41.8% |
| Participant deferral / active EE | $11,529 | $7,302+57.9% | $8,071+42.8% | $4,348+165.1% |
| Admin fee / account holder | $296 | $1,750-83.1% | $13,005-97.7% | $1,944-84.8% |