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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $10,354 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,589 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $708 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,337 | $106,264-79.0% | $147,117-84.8% | $77,762-71.3% |
| Participation rate | 68.2% | 78.4%-10.2pp | 82.2%-13.9pp | 70.6%-2.3pp |
| Annual return | 10.37% | 56.94%-46.6pp | 420.54%-410.2pp | 31.27%-20.9pp |
| Employer contribution / active EE | $890 | $4,074-78.2% | $4,932-82.0% | $2,728-67.4% |
| Participant deferral / active EE | $2,952 | $8,003-63.1% | $8,065-63.4% | $4,651-36.5% |
| Admin fee / account holder | $93 | $334-72.3% | $12,993-99.3% | $433-78.6% |