Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $24,998 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,163 |
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 | $71,184 | $71,523-0.5% | $98,461-27.7% | $71,511-0.5% |
| Participation rate | 72.7% | 72.7%0pp | 75.2%-2.4pp | 67.9%+4.8pp |
| Annual return | 18.91% | 32.43%-13.5pp | 21.17%-2.3pp | 28.86%-9.9pp |
| Employer contribution / active EE | $1,967 | $2,399-18.0% | $3,049-35.5% | $2,589-24.0% |
| Participant deferral / active EE | $6,204 | $4,109+51.0% | $4,738+30.9% | $4,291+44.6% |
| Admin fee / account holder | $379 | $1,676-77.4% | $8,961-95.8% | $1,588-76.1% |