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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 | $129,095+4.6% | $184,185-26.7% | $77,692+73.8% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+27.0pp |
| Annual return | 24.57% | 33.29%-8.7pp | 28.81%-4.2pp | 31.25%-6.7pp |
| Employer contribution / active EE | $1,337 | $4,410-69.7% | $6,426-79.2% | $2,726-50.9% |
| Participant deferral / active EE | $2,486 | $7,300-65.9% | $9,132-72.8% | $4,648-46.5% |
| Admin fee / account holder | $269 | $256+5.3% | $13,909-98.1% | $431-37.5% |