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 | $78,483+9.0% | $106,201-19.5% | $74,546+14.7% |
| Participation rate | 75.2% | 72.8%+2.4pp | 75.3%-0.1pp | 67.2%+8.0pp |
| Annual return | 14.74% | 15.94%-1.2pp | 116.26%-101.5pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,135 | $2,522-15.3% | $3,170-32.7% | $2,624-18.7% |
| Participant deferral / active EE | $7,145 | $4,320+65.4% | $5,012+42.6% | $4,347+64.4% |
| Admin fee / account holder | $451 | $2,236-79.8% | $11,039-95.9% | $1,944-76.8% |