Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $15,163 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,762 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,923 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,691 | $70,917-24.3% | $98,920-45.7% | $73,497-26.9% |
| Participation rate | 86.3% | 73.8%+12.5pp | 76.0%+10.2pp | 70.7%+15.6pp |
| Annual return | 16.27% | 34.18%-17.9pp | 196.47%-180.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,075 | $2,037+1.8% | $2,689-22.9% | $2,270-8.6% |
| Participant deferral / active EE | $6,275 | $3,501+79.2% | $4,245+47.8% | $3,740+67.8% |
| Admin fee / account holder | $251 | $535-53.1% | $6,643-96.2% | $513-51.1% |