Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $20,928 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,996 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,343 | $79,438-24.0% | $106,555-43.4% | $79,391-24.0% |
| Participation rate | 81.8% | 74.2%+7.7pp | 76.1%+5.7pp | 70.7%+11.1pp |
| Annual return | 16.31% | 18.27%-2.0pp | 26.80%-10.5pp | 116.88%-100.6pp |
| Employer contribution / active EE | $1,785 | $2,235-20.1% | $2,819-36.7% | $2,428-26.5% |
| Participant deferral / active EE | $5,686 | $3,824+48.7% | $4,399+29.3% | $4,046+40.5% |
| Admin fee / account holder | $318 | $523-39.1% | $7,408-95.7% | $627-49.2% |