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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK10+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $186,341 |
DEFINITI LLC3 years Service code 15 · EIN 85-0833363 | Recordkeeping | $48,645 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,007 | $129,227+4.5% | $184,260-26.7% | $77,736+73.7% |
| Participation rate | 97.5% | 87.4%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 24.57% | 33.24%-8.7pp | 28.84%-4.3pp | 31.26%-6.7pp |
| Employer contribution / active EE | $1,337 | $4,412-69.7% | $6,427-79.2% | $2,728-51.0% |
| Participant deferral / active EE | $2,486 | $7,307-66.0% | $9,133-72.8% | $4,651-46.5% |
| Admin fee / account holder | $269 | $256+5.3% | $13,898-98.1% | $433-37.9% |