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| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK7 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $69,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,672 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $80 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,021 | $106,264-43.5% | $147,117-59.2% | $77,762-22.8% |
| Participation rate | 95.7% | 78.4%+17.2pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 18.83% | 56.94%-38.1pp | 420.54%-401.7pp | 31.27%-12.4pp |
| Employer contribution / active EE | $1,645 | $4,074-59.6% | $4,932-66.7% | $2,728-39.7% |
| Participant deferral / active EE | $3,412 | $8,003-57.4% | $8,065-57.7% | $4,651-26.6% |
| Admin fee / account holder | $274 | $334-18.1% | $12,993-97.9% | $433-36.7% |