Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $22,096 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,980 | $72,639-21.6% | $90,766-37.2% | $66,949-14.9% |
| Participation rate | 73.8% | 73.7%+0.1pp | 75.7%-1.9pp | 69.8%+4.0pp |
| Annual return | -17.13% | -12.28%-4.8pp | -12.16%-5.0pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,791 | $2,369-24.4% | $2,922-38.7% | $2,545-29.6% |
| Participant deferral / active EE | $5,768 | $3,979+45.0% | $4,565+26.4% | $4,239+36.1% |
| Admin fee / account holder | $327 | $708-53.8% | $8,446-96.1% | $594-44.9% |