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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 | $53,659 |
EXENCIAL WEALTH ADVISORS LLC4 years Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $36,924 |
COATES FIELD SERVICE INC3 years Service code 99 PO BOX 25277 · OKLAHOMA CITY, OK 73125 | Other Fees | $14,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,910 | $59,105-34.2% | $159,991-75.7% | $66,930-41.9% |
| Participation rate | 67.1% | 68.1%-1.0pp | 78.0%-10.9pp | 69.8%-2.7pp |
| Annual return | -16.14% | -12.26%-3.9pp | 408.82%-425.0pp | 1.57%-17.7pp |
| Employer contribution / active EE | $407 | $1,983-79.5% | $4,225-90.4% | $2,545-84.0% |
| Participant deferral / active EE | $4,195 | $4,395-4.5% | $6,183-32.1% | $4,238-1.0% |
| Admin fee / account holder | $272 | $591-53.9% | $8,715-96.9% | $593-54.1% |