Filed March 19, 1998 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL BANK OF ARDMORE2+ years Service code 24 · EIN 73-6090878 | Discretionary Trustee | $56,821 |
DEAN ACTUARIES, LLC2+ years Service code 11 · EIN 75-2548006 | Actuarial | $33,785 |
FINLEY & COOK1 year Service code 10 · EIN 73-0604334 | Accounting | $12,400 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $8,774 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $208,041-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | 0.0%0pp |
| Annual return | 8.03% | 3.81%+4.2pp | 3.50%+4.5pp | 3.81%+4.2pp |
| Employer contribution / active EE | $11,391 | $24,712-53.9% | $16,404-30.6% | $24,712-53.9% |
| Participant deferral / active EE | $0 | $189-100.0% | $3,084-100.0% | $189-100.0% |
| Admin fee / account holder | $0 | $0 | $8,593-100.0% | - |