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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,971 |
AMARILLO NATIONAL BANK1 year Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $9,694 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $759 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,258 | $47,922-53.6% | $75,901-70.7% | $65,185-65.9% |
| Participation rate | 98.1% | 63.0%+35.1pp | 69.3%+28.8pp | 70.2%+27.9pp |
| Annual return | 37.76% | 24.12%+13.6pp | 30.76%+7.0pp | 29.38%+8.4pp |
| Employer contribution / active EE | $240 | $1,557-84.6% | $2,501-90.4% | $2,177-89.0% |
| Participant deferral / active EE | $2,655 | $2,550+4.1% | $3,603-26.3% | $3,514-24.4% |
| Admin fee / account holder | $195 | $532-63.3% | $5,420-96.4% | $847-77.0% |