Filed July 6, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $51,987 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,513 | $89,465+204.6% | $165,100+65.1% | $77,762+250.4% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.3pp |
| Annual return | 19.44% | 28.86%-9.4pp | 70.21%-50.8pp | 31.27%-11.8pp |
| Employer contribution / active EE | $6,781 | $2,565+164.4% | $4,348+56.0% | $2,728+148.6% |
| Participant deferral / active EE | $5,484 | $4,904+11.8% | $6,035-9.1% | $4,651+17.9% |
| Admin fee / account holder | $239 | $340-29.6% | $12,696-98.1% | $433-44.7% |