Filed January 15, 2014 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $111,526 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE CLEARING, INC Service code 26 200 SOUTH 108TH AVENUE OMAHA · OMAHA, NE 68154 | Advisory (Participants) | $8,640 |
Service code 26 2508 E 21ST ST · TULSA, OK 74114 | Advisory (Participants) | $5,362 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 71 ONE WALL STREET · NEW YORK, NY 10286 | Brokerage Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,939 | $80,354+13.2% | $133,975-32.1% | $63,975+42.1% |
| Participation rate | 98.6% | 87.5%+11.1pp | 87.1%+11.6pp | 71.1%+27.5pp |
| Annual return | 12.29% | 13.11%-0.8pp | 29.29%-17.0pp | 48.65%-36.4pp |
| Employer contribution / active EE | $4,342 | $3,503+23.9% | $5,211-16.7% | $2,182+99.0% |
| Participant deferral / active EE | $5,984 | $5,239+14.2% | $6,282-4.7% | $3,356+78.3% |
| Admin fee / account holder | $12 | $69-82.4% | $9,324-99.9% | $70-82.7% |