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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,103 |
FROST BANK2 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $23,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,859 | $42,367-69.6% | $79,583-83.8% | $64,824-80.2% |
| Participation rate | 98.5% | 64.7%+33.7pp | 69.5%+29.0pp | 71.5%+27.0pp |
| Annual return | -16.68% | -12.24%-4.4pp | 0.16%-16.8pp | 32.84%-49.5pp |
| Employer contribution / active EE | $2,333 | $1,181+97.7% | $2,414-3.3% | $2,507-6.9% |
| Participant deferral / active EE | $2,506 | $3,168-20.9% | $3,986-37.1% | $4,311-41.9% |
| Admin fee / account holder | $110 | $160-31.0% | $6,835-98.4% | $188-41.4% |