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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $109,101 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $90,466 |
CAPSTONE RETIREMENT SERVICES3 years Filed as: CAPSTONE RETIREMENT SERVICES LLC Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $29,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,924 | $98,273-12.6% | $150,734-43.0% | $85,660+0.3% |
| Participation rate | 98.9% | 84.0%+14.9pp | 78.4%+20.4pp | 74.8%+24.0pp |
| Annual return | 8.90% | 7.62%+1.3pp | 600.81%-591.9pp | 19.52%-10.6pp |
| Employer contribution / active EE | $5,422 | $5,764-5.9% | $4,918+10.3% | $4,199+29.1% |
| Participant deferral / active EE | $1,325 | $1,439-7.9% | $5,610-76.4% | $3,518-62.3% |
| Admin fee / account holder | $116 | $226-48.5% | $14,905-99.2% | $224-48.1% |