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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,746 |
ARVEST ASSET MANAGEMENT5 years Service code 27 P. O. BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $19,597 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC Service code 13 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $6,219 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST BANK Service code 27 800 N. OSAGE AVE. · BARTLESVILLE, OK 74029 | Advisory (Plan) | $4,717 |
Service code 13 707 N. SECOND ST. · ST. LOUIS, MO 63102 | Contract Administrator | $2,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,413 | $102,422-26.4% | $147,117-48.7% | $80,959-6.9% |
| Participation rate | 73.3% | 75.9%-2.6pp | 82.2%-8.9pp | 67.7%+5.6pp |
| Annual return | 12.94% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $7,926 | $3,717+113.2% | $4,932+60.7% | $2,757+187.5% |
| Participant deferral / active EE | $7,182 | $6,652+8.0% | $8,065-10.9% | $4,300+67.0% |
| Admin fee / account holder | $369 | $7,953-95.4% | $12,993-97.2% | $6,925-94.7% |