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 BANK5 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $88,326 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,710 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $108,991 | $210,991-48.3% | $153,741-29.1% | $145,897-25.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.19% | 13.46%-5.3pp | 15.71%-7.5pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $868 | $19,490-95.5% | $12,749-93.2% | $13,390-93.5% |