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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1353212 | Recordkeeping | $279,140 |
PIPELINE INDUSTRY BENEFIT FUND6+ years Service code 50 P.O. BOX 470950 · TULSA, OK 741470950 | Direct Payment | $186,798 |
MICHELLE OCHOCINSKI1 year Filed as: MICHELLE RUIZ Service code 30 P.O. BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $45,743 |
Filed as: ROBEIN, URANN, SPENCER, ET. AL. Service code 29 · EIN 73-0999672 | Legal | $30,071 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services; Direct payment fr... | $21,304 |
RUBINBROWN LLP6+ years Service code 10 · EIN 43-0765316 | Accounting | $19,850 |
TEDFORD INSURANCE1 year Service code 23 · EIN 23-2182079 | Direct payment from the plan; Insuran... | $5,337 |
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 | $41,620 | $81,719-49.1% | $101,275-58.9% | $90,274-53.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.77% | 337.64%-327.9pp | 46.46%-36.7pp | 53.97%-44.2pp |
| Employer contribution / active EE | $8,297 | $3,622+129.0% | $3,660+126.7% | $2,523+228.8% |
| Participant deferral / active EE | $3,761 | $3,310+13.6% | $4,370-13.9% | $4,231-11.1% |
| Admin fee / account holder | $89 | $162-45.1% | $5,948-98.5% | $114-22.1% |