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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,390 |
FROST BANK3 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $12,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $68,671 | $103,008-33.3% | $90,304-24.0% | $152,897-55.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.18% | 95.22%-73.0pp | 78.13%-56.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $9,920 | $3,139+216.0% | $2,855+247.5% | $4,764+108.3% |
| Participant deferral / active EE | $141,864 | $4,281+3213.5% | $3,885+3551.5% | $5,851+2324.6% |
| Admin fee / account holder | $552 | $6,175-91.1% | $5,354-89.7% | $11,599-95.2% |