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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175,239 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 27 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $62,500 |
COX, CASTLE & NICHOLSON2 years Filed as: COX HOLSTED & DIMICK PLC Service code 13 3717 NW 63RD STREET · OKLAHOMA CITY, OK 73116 | Contract Administrator | $15,795 |
MORROW & CO., LLC1 year Filed as: MORROW AND COMPANY LLC Service code 10 · EIN 48-1142797 10500 E. BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $14,750 |
IMA WEALTH INC8 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 P.O. BOX 2996 · WICHITA, KS 67201 | Insurance services; Investment adviso... | $11,682 |
MCAFEE & TAFT1 year Filed as: MCAFEE AND TAFT Service code 29 · EIN 73-0784676 211 N. ROBINSON · OKLAHOMA CITY, OK 73102 | Legal | $9,383 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $84,245-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 10.86% | 10.20%+0.7pp | 1.43%+9.4pp | 10.20%+0.7pp |
| Employer contribution / active EE | $5,644 | $15,145-62.7% | $17,287-67.3% | $15,145-62.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $380-100.0% | - |