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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6+ years Filed as: MARINER WEALTH ADVISORS - OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $27,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,296 |
HOGANTAYLOR LLP5 years Service code 10 · EIN 73-1413977 | Accounting | $15,500 |
CONNER & WINTERS5 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $6,100 |
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 | $83,758 | $84,948-1.4% | $70,494+18.8% | $73,412+14.1% |
| Participation rate | 80.5% | 79.9%+0.6pp | 75.1%+5.5pp | 72.2%+8.4pp |
| Annual return | 11.38% | 13.39%-2.0pp | 109.16%-97.8pp | 59.30%-47.9pp |
| Employer contribution / active EE | $1,542 | $2,834-45.6% | $2,738-43.7% | $2,234-31.0% |
| Participant deferral / active EE | $4,539 | $3,387+34.0% | $3,711+22.3% | $3,806+19.3% |
| Admin fee / account holder | $84 | $98-14.5% | $3,848-97.8% | $158-46.9% |