Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $38,930 |
COX, CASTLE & NICHOLSON2 years Filed as: COX HOLSTED & DIMICK PLLC Service code 13 3717 NW 63RD ST, STE 100 · OKLAHOMA CITY, OK 73116 | Contract Administrator | $28,908 |
MORROW & CO., LLC1 year Filed as: MORROW & CO LLC CPAS Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $16,250 |
MCAFEE & TAFT9 years Service code 29 · EIN 73-0781676 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $12,667 |
IMA WEALTH INC2 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 PO BOX 2996 · WICHITA, KS 67201 | Other insurance fees and expenses; In... | $8,543 |
Filed as: BRUCE KLEIN Service code 29 222 NW 13TH ST · OKLAHOMA CITY, OK 73103 | Legal | $8,088 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,100 | $51,878+60.2% | $68,368+21.5% | $79,634+4.4% |
| Participation rate | 100.0% | 53.7%+46.3pp | 73.8%+26.2pp | 62.5%+37.5pp |
| Annual return | 11.52% | 137.43%-125.9pp | 292.57%-281.1pp | 36.46%-24.9pp |
| Employer contribution / active EE | $4,629 | $1,931+139.7% | $2,649+74.8% | $2,529+83.0% |
| Participant deferral / active EE | $955 | $2,577-62.9% | $4,123-76.8% | $3,835-75.1% |
| Admin fee / account holder | $341 | $942-63.8% | $5,150-93.4% | $1,002-66.0% |