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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 15 · EIN 44-0160260 910 E ST. LOUIS ST · SPRINGFIELD, MO 65806 | Recordkeeping | $175,350 |
DAVID L BRUMLEY1 year Service code 99 · EIN 26-4318955 3340 PIERLUISSI PATH · THE VILLAGES, FL 32163 | Other Fees | $128,000 |
JEFF BARNES1 year Filed as: JEFF REASOR Service code 99 · EIN 26-4318955 718 S EAST AVE · TAHLEQUAH, OK 74464 | Other Fees | $128,000 |
Filed as: JOHN WALTERS Service code 99 · EIN 26-4318955 2134 ASCOT RD · ANN ARBOR, MI 48103 | Other Fees | $128,000 |
WEALTHSOUTH1 year Service code 21 · EIN 61-1102534 1818 WALLACE COURT, SUITE C202 · BOWLING GREEN, KY 42103 | Bank Trustee | $73,000 |
MCAFEE & TAFT1 year Filed as: MCAFEE & TAFT A PROFESSIONAL CORPOR Service code 29 · EIN 73-0781676 8TH FLOOR, TWO LEADERSHIP SQUARE · OKLAHOMA CITY, OK 731027103 | Legal | $70,705 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 810 CINCINNATI AVE, STE. 600 · TULSA, OK 741191623 | Accounting | $32,000 |
Service code 73 · EIN 25-1753655 ARGO DEDUCTIBLE RECOVERY GROUP · HERMITAGE, PA 161481068 | Other insurance fees and expenses | $10,000 |
Service code 34 · EIN 36-4799908 150 SOUTH FIFTH ST. SUITE 2700 · MINNEAPOLIS, MN 554023601 | Valuation (appraisals, etc.) | $6,000 |
Service code 49 · EIN 26-3849976 AUTOMATED MAIL SERVICE · TULSA, OK 74170 | Other Services | $5,363 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,616-100.0% | $133,346-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | 0.42% | 44.25%-43.8pp | 36.85%-36.4pp | 202.70%-202.3pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |