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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 | $106,524+18.4% | $152,301-17.2% | $87,485+44.2% |
| Participation rate | 87.0% | 75.8%+11.3pp | 82.4%+4.6pp | 68.9%+18.1pp |
| Annual return | 17.96% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,333 | $3,371-30.8% | $4,624-49.6% | $2,596-10.1% |
| Participant deferral / active EE | $15,720 | $6,525+140.9% | $8,004+96.4% | $4,274+267.9% |
| Admin fee / account holder | $280 | $8,287-96.6% | $14,398-98.1% | $7,775-96.4% |