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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA5+ years Service code 15 · EIN 73-1353212 | Recordkeeping | $312,930 |
PIPELINE INDUSTRY BENEFIT FUND5+ years Service code 50 P.O. BOX 470950 · TULSA, OK 741470950 | Direct Payment | $182,286 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $39,074 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
Filed as: ROBEIN, URANN, SPENCER, ET. AL. Service code 29 · EIN 73-0999672 | Legal | $21,450 |
RUBINBROWN LLP5+ years Service code 10 · EIN 43-0765316 | Accounting | $19,450 |
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 | $44,913 | $110,760-59.4% | $162,185-72.3% | $82,204-45.4% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 22.24% | 22.97%-0.7pp | 115.61%-93.4pp | 26.31%-4.1pp |
| Employer contribution / active EE | $6,050 | $4,437+36.4% | $5,613+7.8% | $2,707+123.5% |
| Participant deferral / active EE | $3,050 | $6,652-54.1% | $7,297-58.2% | $4,246-28.2% |
| Admin fee / account holder | $76 | $65+16.1% | $10,844-99.3% | $760% |