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| Provider | Service type | Compensation |
|---|---|---|
HERRING BANK2+ years Service code 51 2201 CIVIC CIRCLE · AMARILLO, TX 79109 | Investment Mgmt Fees | $10,655 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,741 | $63,342+74.8% | $92,236+20.1% | $70,131+57.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.19% | 530.15%-517.0pp | 176.29%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $20,193 | $2,471+717.1% | $3,679+448.8% | $2,342+762.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $94 | $3,840-97.5% | $5,194-98.2% | $4,645-98.0% |