Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6 years Service code 27 TRUST SERVICES DEPARTMENT 1660 · TULSA, OK 74182 | Advisory (Plan) | $23,351 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,935 |
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).
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 | $85,538 | $78,607+8.8% | $105,624-19.0% | $74,478+14.8% |
| Participation rate | 75.2% | 72.8%+2.4pp | 75.3%-0.1pp | 67.2%+8.0pp |
| Annual return | 14.74% | 15.96%-1.2pp | 116.20%-101.5pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $2,135 | $2,523-15.4% | $3,168-32.6% | $2,626-18.7% |
| Participant deferral / active EE | $7,145 | $4,325+65.2% | $5,013+42.6% | $4,350+64.3% |
| Admin fee / account holder | $451 | $2,220-79.7% | $10,961-95.9% | $1,946-76.8% |