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 EMPLOYERS SERVICES COMPANY Service code 13 · EIN 04-3275867 | Contract Administrator | $336,250 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $104,405 |
BOKF, NA8+ years Filed as: BOKF, NA DBA BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $59,799 |
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 | $2,278,297-100.0% | $2,278,297-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -10.20% | -14.95%+4.8pp | 111.29%-121.5pp | -14.65%+4.5pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |