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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,852 |
BANCFIRST1 year Service code 27 P.O. BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $23,463 |
Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 | Contract Administrator | $8,603 |
EMPLOYEE BENEFITS GROUP, LLC6 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,399 | $91,439-17.5% | $135,974-44.5% | $71,511+5.4% |
| Participation rate | 50.7% | 75.7%-24.9pp | 81.9%-31.2pp | 67.9%-17.2pp |
| Annual return | 16.40% | 29.90%-13.5pp | 68.30%-51.9pp | 28.86%-12.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,614 | $7,093-77.2% | $7,760-79.2% | $4,291-62.4% |
| Admin fee / account holder | $666 | $1,267-47.4% | $10,767-93.8% | $1,588-58.1% |