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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,992 |
AMARILLO NATIONAL BANK6 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $15,668 |
Service code 10 · EIN 85-3890541 801 S FILLMORE, SUITE 600 · AMARILLO, TX 79105 | Accounting | $13,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,790 | $54,674-45.5% | $76,089-60.8% | $74,429-60.0% |
| Participation rate | 94.4% | 60.3%+34.1pp | 69.1%+25.3pp | 67.2%+27.2pp |
| Annual return | 24.68% | 31.89%-7.2pp | 360.94%-336.3pp | 1368.38%-1343.7pp |
| Employer contribution / active EE | $247 | $1,781-86.1% | $2,690-90.8% | $2,625-90.6% |
| Participant deferral / active EE | $3,142 | $3,071+2.3% | $4,259-26.2% | $4,348-27.7% |
| Admin fee / account holder | $398 | $2,238-82.2% | $6,418-93.8% | $1,944-79.5% |