Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $7,501 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $540 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $205 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,352 | $66,319-48.2% | $93,621-63.3% | $65,186-47.3% |
| Participation rate | 87.0% | 74.0%+13.0pp | 75.8%+11.2pp | 70.2%+16.8pp |
| Annual return | 23.23% | 42.59%-19.4pp | 32.76%-9.5pp | 29.39%-6.2pp |
| Employer contribution / active EE | $1,736 | $2,013-13.7% | $2,719-36.1% | $2,177-20.2% |
| Participant deferral / active EE | $4,816 | $3,343+44.1% | $4,070+18.3% | $3,514+37.1% |
| Admin fee / account holder | $67 | $6,900-99.0% | $7,890-99.2% | $847-92.1% |