Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK1+ years Service code 15 PO BOX 1 · AMARILLO, TX 79105 | Recordkeeping | $492 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,337 | $62,324-81.8% | $68,509-83.5% | $55,191-79.5% |
| Participation rate | 87.0% | 78.9%+8.1pp | 74.7%+12.2pp | 69.2%+17.8pp |
| Annual return | 0.33% | 4.26%-3.9pp | 8.27%-7.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,695 | $2,223-23.7% | $2,278-25.6% | $1,899-10.7% |
| Participant deferral / active EE | $2,552 | $3,425-25.5% | $3,382-24.6% | $3,046-16.2% |
| Admin fee / account holder | $66 | $91-27.5% | $5,275-98.7% | $91-27.0% |