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| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK1 year Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $2,322 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,434 | $47,977+21.8% | $154,114-62.1% | $56,287+3.8% |
| Participation rate | 81.9% | 66.2%+15.7pp | 83.0%-1.1pp | 69.9%+12.1pp |
| Annual return | -8.76% | 3.54%-12.3pp | 735.16%-743.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,071 | $2,169-50.6% | $5,298-79.8% | $2,111-49.3% |
| Participant deferral / active EE | $2,735 | $2,392+14.4% | $5,081-46.2% | $3,350-18.3% |
| Admin fee / account holder | $371 | $438-15.5% | $13,411-97.2% | $521-28.9% |