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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA10+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 6120 SOUTH YALE · TULSA, OK 74136 | Recordkeeping | $233,939 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE INVESTMENT ADVISORS Service code 51 15 WEST 6TH STREET · TULSA, OK 74119 | Investment Mgmt Fees | $6,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493,493 | $55,415+790.5% | $155,509+217.3% | $74,495+562.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.59% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $21,533 | $2,267+849.8% | $4,672+360.8% | $2,623+720.9% |
| Participant deferral / active EE | $15,545 | $2,836+448.1% | $5,626+176.3% | $4,346+257.7% |
| Admin fee / account holder | $1,377 | $1,738-20.8% | $15,912-91.3% | $1,942-29.1% |