Filed April 2, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,528 |
BANCFIRST10+ years Service code 27 PO BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $6,508 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 PO BOX 521093 · TULSA, OK 74152 | Contract Administrator | $3,471 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,776 | $81,358-59.7% | $155,556-78.9% | $80,959-59.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.87% | 33.39%-24.5pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $149 | $7,994-98.1% | $15,885-99.1% | $6,925-97.9% |