Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 27 TRUST SERVICES DEPARTMENT 1660 · TULSA, OK 74182 | Advisory (Plan) | $24,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,003 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,216 | $84,556+19.7% | $116,228-12.9% | $74,304+36.2% |
| Participation rate | 65.2% | 66.0%-0.9pp | 74.6%-9.4pp | 60.3%+4.8pp |
| Annual return | 14.95% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,883 | $2,168-13.1% | $2,994-37.1% | $2,241-16.0% |
| Participant deferral / active EE | $6,120 | $3,814+60.5% | $4,953+23.6% | $3,767+62.5% |
| Admin fee / account holder | $513 | $3,792-86.5% | $11,989-95.7% | $2,969-82.7% |