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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $42,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,950 |
CPA OKC1+ years Service code 16 · EIN 47-2242686 | Consulting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,815 | $31,810+69.2% | $64,105-16.1% | $59,188-9.1% |
| Participation rate | 14.3% | 57.7%-43.4pp | 68.2%-53.8pp | 69.4%-55.1pp |
| Annual return | 0.21% | 9.41%-9.2pp | 791.24%-791.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $212 | $659-67.8% | $1,820-88.3% | $2,098-89.9% |
| Participant deferral / active EE | $546 | $1,582-65.5% | $2,822-80.6% | $3,265-83.3% |
| Admin fee / account holder | $111 | $57+94.7% | $4,499-97.5% | $92+20.1% |