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| Provider | Service type | Compensation |
|---|---|---|
BANCFIRST1 year Service code 27 PO BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $9,758 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,669 | $91,439-34.7% | $135,974-56.1% | $71,511-16.6% |
| Participation rate | 66.1% | 75.7%-9.6pp | 81.9%-15.8pp | 67.9%-1.9pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.30%-68.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $1,316 | $3,705-64.5% | $4,859-72.9% | $2,589-49.2% |
| Participant deferral / active EE | $2,913 | $7,093-58.9% | $7,760-62.5% | $4,291-32.1% |
| Admin fee / account holder | $111 | $1,267-91.2% | $10,767-99.0% | $1,588-93.0% |