Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 51 · EIN 13-2726734 | Investment Mgmt Fees | $249,328 |
Filed as: FINANCIAL SOLUTIONS INC Service code 51 · EIN 73-1478975 320 SOUTH BOSTON AVENUE · TULSA, OK 74103 | Investment Mgmt Fees | $211,871 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON WILLIS Service code 11 · EIN 53-0181291 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Actuarial | $161,947 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 550 S. 4TH ST. · MINNEAPOLIS, MN 55415 | Bank Trustee | $34,752 |
ARISTOTLE CAPITAL MANAGEMENT5 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 51 · EIN 20-4471997 489 FIFTH AVE. 10TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $31,274 |
HOGANTAYLOR LLP3 years Service code 10 · EIN 73-1413977 2222 SOUTH UTICA PL., STE. 200 · TULSA, OK 74114 | Accounting | $16,860 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 9.13% | 8.91%+0.2pp | 7.32%+1.8pp | 13.24%-4.1pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |