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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARGENT RETIREMENT PLAN ADVISORS LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $82,518 |
Service code 13 1310 KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $19,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $11,780 |
Filed as: CAPSTONE RETIREMENT SERVICES LLC Service code 13 1310 S KELLY AVE · EDMOND, OK 73003 | Contract Administrator | $7,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117 |
CAPSTONE RETIREMENT SERVICES4 years Service code 14 · EIN 26-0674136 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,125 | $88,479-14.0% | $96,515-21.1% | $80,157-5.0% |
| Participation rate | 87.4% | 79.9%+7.5pp | 74.3%+13.1pp | 72.9%+14.5pp |
| Annual return | 1.07% | 22.53%-21.5pp | 35.73%-34.7pp | 40.39%-39.3pp |
| Employer contribution / active EE | $4,314 | $4,177+3.3% | $3,740+15.4% | $2,977+44.9% |
| Participant deferral / active EE | $1,182 | $3,961-70.2% | $4,880-75.8% | $5,015-76.4% |
| Admin fee / account holder | $18 | $211-91.3% | $6,735-99.7% | $145-87.4% |