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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 | $50,812-43.5% | $155,602-81.6% | $77,692-63.0% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 14.05% | 34.85%-20.8pp | 64.81%-50.8pp | 31.25%-17.2pp |
| Employer contribution / active EE | $2,182 | $1,989+9.7% | $4,675-53.3% | $2,726-20.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $204 | $436-53.2% | $15,923-98.7% | $431-52.6% |