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| Provider | Service type | Compensation |
|---|---|---|
TRISTAR PENSION LTD1 year Filed as: TRISTAR PENSION CONSULTING Service code 13 9150 N. MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $16,085 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,834 | $74,089-57.0% | $133,975-76.2% | $55,167-42.3% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.1%+11.4pp | 69.0%+29.5pp |
| Annual return | 4.16% | 12.11%-7.9pp | 29.29%-25.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $2,985 | $3,064-2.6% | $5,211-42.7% | $1,963+52.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $101 | $458-77.9% | $9,324-98.9% | $504-79.9% |