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 | $499,025 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $163,213 |
BOKF, NA7+ years Filed as: BOKF, NA DBA BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $157,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 4.16% | 15.63%-11.5pp | 4.92%-0.8pp | 15.63%-11.5pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |