Filed December 1, 2008 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY EMPLOYER SERVICES COMPANY Service code 13 · EIN 04-3275867 | Contract Administrator | $682,987 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $183,525 |
BOKF, NA1+ years Filed as: BOKF, NA DBA BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $143,110 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | THE WILLIAMS COMPANIES, INC | EMPLOYER PLAN SPONSOR IMPROPER PAYMENT OF EXPENSES BY THE PLAN'S 401(H) ACCOUNT CORRECTED THROUGH VFCP | — | $1K |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $177,167-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -0.64% | 3.11%-3.7pp | -2.52%+1.9pp | 3.11%-3.7pp |
| Employer contribution / active EE | $8,209 | $9,361-12.3% | $82,375-90.0% | $9,361-12.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $201-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $1,917-100.0% | - |