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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 | $98,776-13.0% | $119,126-27.9% | $89,670-4.2% |
| Participation rate | 98.9% | 83.1%+15.8pp | 75.8%+23.1pp | 71.2%+27.7pp |
| Annual return | 8.90% | 9.25%-0.3pp | 282.11%-273.2pp | 19.66%-10.8pp |
| Employer contribution / active EE | $5,422 | $5,802-6.5% | $4,034+34.4% | $4,041+34.2% |
| Participant deferral / active EE | $1,325 | $1,748-24.2% | $5,318-75.1% | $3,962-66.6% |
| Admin fee / account holder | $116 | $230-49.6% | $10,693-98.9% | $352-67.0% |