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| Provider | Service type | Compensation |
|---|---|---|
UPAL1 year Service code 10 · EIN 73-1255640 6840 S. TRENTON AVE. · TULSA, OK 74136 | Accounting | $148,502 |
Service code 27 · EIN 82-0862394 7804 E. 108TH ST. · TULSA, OK 74133 | Advisory (Plan) | $17,819 |
BOKF, NA1 year Service code 21 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $3,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,393 | $65,092+194.0% | $143,799+33.1% | $66,938+185.9% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -15.12% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $10,306 | $2,362+336.4% | $4,952+108.1% | $2,545+304.9% |
| Participant deferral / active EE | $6,073 | $2,920+108.0% | $5,638+7.7% | $4,238+43.3% |
| Admin fee / account holder | $630 | $502+25.3% | $14,677-95.7% | $594+6.1% |