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| Provider | Service type | Compensation |
|---|---|---|
WJPR CPAS2 years Service code 13 5416 S. YALE AVE. · TULSA, OK 74135 | Contract Administrator | $17,490 |
Service code 55 | Other Commissions | $17,268 |
Service code 27 4525 E. 91ST ST. · TULSA, OK 74137 | Advisory (Plan) | $3,669 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,669 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,211 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
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 | $48,020 | $85,766-44.0% | $136,298-64.8% | $70,126-31.5% |
| Participation rate | 86.6% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 13.90% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,955 | $5,051-1.9% | $6,247-20.7% | $3,332+48.7% |
| Admin fee / account holder | $60 | $5,421-98.9% | $9,244-99.4% | $4,645-98.7% |