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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA4+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $44,792 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,547 | $43,999-80.6% | $79,467-89.2% | $55,725-84.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -5.39% | 1.81%-7.2pp | 718.30%-723.7pp | 244.93%-250.3pp |
| Employer contribution / active EE | $173 | $1,830-90.6% | $2,800-93.8% | $2,078-91.7% |
| Participant deferral / active EE | $947 | $2,538-62.7% | $3,704-74.4% | $3,356-71.8% |
| Admin fee / account holder | $78 | $118-33.7% | $5,104-98.5% | $115-32.4% |