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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA1+ years Service code 18 · EIN 73-1353212 | Custodial (other than securities); Di... | $242,202 |
PIPELINE INDUSTRY BENEFIT FUND1+ years Service code 50 P.O. BOX 470950 · TULSA, OK 741470950 | Direct Payment | $149,327 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
RUBINBROWN LLP1+ years Service code 10 · EIN 43-0765316 | Accounting | $17,300 |
Filed as: ROBEIN, URANN, SPENCER ET. AL. Service code 29 · EIN 73-0999672 | Legal | $17,076 |
FEDERAL INSURANCE COMPANY1+ years Service code 49 · EIN 13-1963496 | Other Services | $6,243 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,102 | $75,760-76.1% | $123,105-85.3% | $59,188-69.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 0.24% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $3,794 | $3,415+11.1% | $5,151-26.3% | $2,098+80.9% |
| Participant deferral / active EE | $2,586 | $5,000-48.3% | $6,229-58.5% | $3,265-20.8% |
| Admin fee / account holder | $93 | $61+53.4% | $9,014-99.0% | $92+1.0% |