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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $13,664 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,102 | $56,918-22.5% | $182,531-75.8% | $65,185-32.3% |
| Participation rate | 67.4% | 66.5%+0.9pp | 78.0%-10.6pp | 70.2%-2.8pp |
| Annual return | 19.93% | 27.67%-7.7pp | 148.57%-128.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $446 | $1,615-72.3% | $4,075-89.0% | $2,177-79.5% |
| Participant deferral / active EE | $4,323 | $3,526+22.6% | $5,525-21.8% | $3,514+23.0% |
| Admin fee / account holder | $125 | $531-76.4% | $8,593-98.5% | $847-85.2% |