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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 | $106,351-19.2% | $105,223-18.3% | $103,975-17.4% |
| Participation rate | 98.9% | 80.0%+18.9pp | 75.0%+23.8pp | 72.5%+26.3pp |
| Annual return | 8.90% | 11.69%-2.8pp | 180.65%-171.7pp | 19.41%-10.5pp |
| Employer contribution / active EE | $5,422 | $5,336+1.6% | $3,689+47.0% | $3,722+45.7% |
| Participant deferral / active EE | $1,325 | $3,221-58.9% | $5,072-73.9% | $5,343-75.2% |
| Admin fee / account holder | $116 | $316-63.2% | $8,859-98.7% | $332-65.0% |