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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $182,631 |
BANCFIRST5+ years Service code 25 101 N. BROADWAY · OKLAHOMA CITY, OK 73102 | Directed Trustee | $75,000 |
MCAFEE & TAFT5+ years Service code 29 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $30,000 |
Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $25,000 |
ARLEDGE & ASSOCIATES, P.C.5+ years Service code 10 309 N. BRYANT AVE · EDMOND, OK 73034 | Accounting | $10,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,583 | $69,231+218.6% | $91,994+139.8% | $67,579+226.4% |
| Participation rate | 95.7% | 78.9%+16.8pp | 78.6%+17.0pp | 71.3%+24.4pp |
| Annual return | 17.33% | 32.03%-14.7pp | 69.04%-51.7pp | 378.56%-361.2pp |
| Employer contribution / active EE | $8,932 | $2,284+291.1% | $3,453+158.7% | $2,148+315.9% |
| Participant deferral / active EE | $2,146 | $5,854-63.3% | $5,924-63.8% | $3,539-39.4% |
| Admin fee / account holder | $531 | $107+394.4% | $7,744-93.1% | $142+273.2% |