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 | $827,760 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $672,720 |
BOKF, NA3+ years Filed as: BOKF, NA DBA BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $122,639 |
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 COS,INC. | EMPLOYER PLAN SPONSOR IMPROPER PAYMENT OF EXPENSES BY THE PLAN'S 401(H) ACCOUNT. CORRECTING THROUGH VFCP. | — | $273 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,564-100.0% | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | - |
| Annual return | 14.00% | 28.83%-14.8pp | 15.63%-1.6pp | - |
| Employer contribution / active EE | $14,003 | $15,177-7.7% | $56,677-75.3% | - |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $0 | - |