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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,308 |
AMARILLO NATIONAL BANK3 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $20,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,404 | $55,437+202.0% | $155,534+7.6% | $74,459+124.8% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 15.79% | 269.58%-253.8pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $6,164 | $2,266+172.0% | $4,675+31.9% | $2,626+134.7% |
| Participant deferral / active EE | $3,724 | $2,837+31.3% | $5,630-33.9% | $4,350-14.4% |
| Admin fee / account holder | $366 | $1,742-79.0% | $15,900-97.7% | $1,945-81.2% |