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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $25,438 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,494 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,816 | $50,199+3.2% | $69,884-25.9% | $66,938-22.6% |
| Participation rate | 51.4% | 66.3%-14.9pp | 70.5%-19.0pp | 69.8%-18.4pp |
| Annual return | -16.45% | -13.85%-2.6pp | 190.81%-207.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,265 | $1,864-32.2% | $2,560-50.6% | $2,545-50.3% |
| Participant deferral / active EE | $2,360 | $3,112-24.2% | $3,848-38.7% | $4,238-44.3% |
| Admin fee / account holder | $326 | $600-45.7% | $6,266-94.8% | $594-45.1% |