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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA4+ years Service code 15 · EIN 73-1353212 | Recordkeeping | $310,349 |
PIPELINE INDUSTRY BENEFIT FUND4+ years Service code 50 P.O. BOX 470950 · TULSA, OK 741470950 | Direct Payment | $216,966 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
RUBINBROWN LLP4+ years Service code 10 · EIN 43-0765316 | Accounting | $18,850 |
Filed as: ROBEIN, URANN, SPENCER ET. AL. Service code 29 · EIN 73-0999672 | Legal | $14,646 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 49 · EIN 23-2182079 | Other Services | $6,985 |
Annual investment return 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 | $32,965 | $104,281-68.4% | $140,019-76.5% | $68,904-52.2% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -5.49% | -1.33%-4.2pp | 651.19%-656.7pp | 1.07%-6.6pp |
| Employer contribution / active EE | $7,322 | $4,070+79.9% | $5,605+30.6% | $2,540+188.3% |
| Participant deferral / active EE | $4,435 | $6,129-27.6% | $6,927-36.0% | $4,015+10.5% |
| Admin fee / account holder | $70 | $79-11.3% | $10,705-99.3% | $71-2.1% |