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| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK1 year Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $57,115 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $52,298 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,061 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $84,733 | $94,621-10.4% | $138,135-38.7% | $73,412+15.4% |
| Participation rate | 81.5% | 83.4%-1.9pp | 78.7%+2.8pp | 72.2%+9.4pp |
| Annual return | 46.34% | 16.57%+29.8pp | 20.51%+25.8pp | 59.30%-13.0pp |
| Employer contribution / active EE | $3,961 | $4,410-10.2% | $5,587-29.1% | $2,234+77.4% |
| Participant deferral / active EE | $6,533 | $6,199+5.4% | $6,431+1.6% | $3,806+71.7% |
| Admin fee / account holder | $253 | $140+80.2% | $11,856-97.9% | $158+60.0% |