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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $38,468 |
FRANK WERNTZ & AS.,INC.2 years Service code 17 · EIN 73-1522738 419 W BROADWAY ST STE 201 · MUSKOGEE, OK 744016632 | Pension Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,646 | $65,125-39.1% | $143,797-72.4% | $66,949-40.8% |
| Participation rate | 80.4% | 65.2%+15.2pp | 80.3%0pp | 69.8%+10.5pp |
| Annual return | -1.05% | -11.13%+10.1pp | -0.04%-1.0pp | 1.57%-2.6pp |
| Employer contribution / active EE | $1,218 | $2,362-48.4% | $4,952-75.4% | $2,545-52.1% |
| Participant deferral / active EE | $1,819 | $2,920-37.7% | $5,638-67.7% | $4,239-57.1% |
| Admin fee / account holder | $366 | $503-27.1% | $14,679-97.5% | $594-38.3% |