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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA5+ years Service code 15 · EIN 73-1577418 | Recordkeeping | $39,985 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,339 | $54,237-82.8% | $90,304-89.7% | $67,579-86.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 21.18% | 37.27%-16.1pp | 78.13%-57.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $159 | $1,846-91.4% | $2,855-94.4% | $2,148-92.6% |
| Participant deferral / active EE | $696 | $2,625-73.5% | $3,885-82.1% | $3,539-80.3% |
| Admin fee / account holder | $78 | $123-37.1% | $5,354-98.6% | $142-45.5% |