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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $36,088 |
FRANK WERNTZ & AS.,INC.3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,444 | $61,391-35.7% | $149,723-73.7% | $71,529-44.9% |
| Participation rate | 80.1% | 62.5%+17.6pp | 78.8%+1.4pp | 67.9%+12.2pp |
| Annual return | 7.94% | 35.88%-27.9pp | 134.50%-126.6pp | 28.97%-21.0pp |
| Employer contribution / active EE | $1,117 | $2,384-53.1% | $4,821-76.8% | $2,590-56.9% |
| Participant deferral / active EE | $1,731 | $2,921-40.7% | $5,682-69.5% | $4,291-59.7% |
| Admin fee / account holder | $319 | $1,264-74.7% | $13,215-97.6% | $1,588-79.9% |