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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK1+ years Filed as: FROST NATIONAL BANK Service code 27 100 W HOUSTON ST. · SAN ANTONIO, TX 78205 | Advisory (Plan) | $31,839 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $28,866 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,803 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,495 | $54,320-1.5% | $67,652-20.9% | $52,331+2.2% |
| Participation rate | 86.4% | 73.6%+12.8pp | 75.7%+10.8pp | 68.1%+18.3pp |
| Annual return | -0.47% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,959 | $1,544+26.9% | $2,266-13.6% | $1,882+4.1% |
| Participant deferral / active EE | $2,891 | $2,950-2.0% | $3,560-18.8% | $3,022-4.3% |
| Admin fee / account holder | $192 | $527-63.6% | $4,821-96.0% | $592-67.6% |