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| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK6 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $59,648 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,447 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,959 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $30 |
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 | $52,725 | $95,369-44.7% | $135,942-61.2% | $74,440-29.2% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 21.24% | 32.72%-11.5pp | 68.28%-47.0pp | 34.37%-13.1pp |
| Employer contribution / active EE | $2,758 | $3,878-28.9% | $4,858-43.2% | $2,638+4.5% |
| Participant deferral / active EE | $3,612 | $7,788-53.6% | $7,759-53.4% | $4,529-20.2% |
| Admin fee / account holder | $234 | $266-12.0% | $10,764-97.8% | $348-32.6% |