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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA11+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 6120 SOUTH YALE · TULSA, OK 74136 | Recordkeeping | $240,419 |
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 | $574,446 | $49,915+1050.8% | $154,803+271.1% | $74,304+673.1% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 15.94% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $23,954 | $1,611+1386.7% | $4,305+456.4% | $2,241+968.8% |
| Participant deferral / active EE | $17,583 | $2,255+679.8% | $5,540+217.4% | $3,767+366.7% |
| Admin fee / account holder | $1,351 | $2,189-38.3% | $14,329-90.6% | $2,969-54.5% |