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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,833 |
EXENCIAL WEALTH ADVISORS LLC6 years Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $31,368 |
COATES FIELD SERVICE INC5 years Service code 99 PO BOX 25277 · OKLAHOMA CITY, OK 73125 | Other Fees | $18,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,907 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,978 | $73,532-17.1% | $178,505-65.8% | $74,478-18.1% |
| Participation rate | 74.3% | 66.6%+7.7pp | 77.1%-2.8pp | 67.2%+7.1pp |
| Annual return | 13.08% | 17.49%-4.4pp | 27.16%-14.1pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $476 | $2,221-78.6% | $3,955-88.0% | $2,626-81.9% |
| Participant deferral / active EE | $4,469 | $4,519-1.1% | $6,280-28.8% | $4,350+2.7% |
| Admin fee / account holder | $406 | $1,813-77.6% | $10,428-96.1% | $1,946-79.1% |