Filed March 15, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK6 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $24,031 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,890 | $46,292+1.3% | $143,757-67.4% | $64,808-27.6% |
| Participation rate | 60.2% | 64.2%-4.1pp | 80.3%-20.2pp | 71.5%-11.3pp |
| Annual return | -17.53% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,787 | $1,910-6.4% | $4,951-63.9% | $2,506-28.7% |
| Participant deferral / active EE | $3,560 | $2,646+34.5% | $5,637-36.9% | $4,310-17.4% |
| Admin fee / account holder | $33 | $154-78.8% | $14,673-99.8% | $188-82.6% |