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| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK3 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $55,698 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,567 |
FMC SERVICES LLC1 year Service code 99 PO BOX 50925 · AMARILLO, TX 79159 | Other Fees | $17,886 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,314 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,833 | $100,801-37.7% | $149,696-58.0% | $73,409-14.4% |
| Participation rate | 90.4% | 77.7%+12.7pp | 82.5%+7.9pp | 72.2%+18.2pp |
| Annual return | 14.06% | 265.34%-251.3pp | 276.60%-262.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,704 | $3,312-48.5% | $4,644-63.3% | $2,234-23.7% |
| Participant deferral / active EE | $3,523 | $6,404-45.0% | $6,842-48.5% | $3,805-7.4% |
| Admin fee / account holder | $298 | $181+64.9% | $9,309-96.8% | $158+88.8% |