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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK1+ years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $9,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,187 | $80,138-78.6% | $130,231-86.8% | $71,495-76.0% |
| Participation rate | 48.2% | 71.0%-22.8pp | 76.3%-28.1pp | 67.9%-19.7pp |
| Annual return | 22.23% | 16.81%+5.4pp | 38.77%-16.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,802 | $4,641-39.6% | $6,799-58.8% | $4,291-34.7% |
| Admin fee / account holder | $87 | $1,035-91.6% | $6,020-98.5% | $1,588-94.5% |