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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $53,378 |
AMARILLO NATIONAL BANK4 years Service code 21 410 SOUTH TAYLOR STREET · AMARILLO, TX 79101 | Bank Trustee | $35,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,708 | $50,902-43.6% | $155,534-81.5% | $77,736-63.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 14.05% | 34.85%-20.8pp | 64.92%-50.9pp | 31.26%-17.2pp |
| Employer contribution / active EE | $2,182 | $1,991+9.6% | $4,675-53.3% | $2,728-20.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $204 | $437-53.3% | $15,900-98.7% | $433-52.9% |