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, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $127,373 |
PRIVATE ADVISOR GROUP LLC3 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $32,401 |
THE LEGACY FINANCIAL GROUP4 years Service code 26 2508 E 21ST ST · TULSA, OK 74114 | Advisory (Participants) | $8,821 |
THE BANK OF NEW YORK MELLON5+ 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 | $123,072 | $110,760+11.1% | $162,185-24.1% | $82,204+49.7% |
| Participation rate | 99.7% | 92.7%+7.1pp | 87.6%+12.2pp | 73.4%+26.3pp |
| Annual return | 24.93% | 22.97%+2.0pp | 115.61%-90.7pp | 26.31%-1.4pp |
| Employer contribution / active EE | $5,231 | $4,437+17.9% | $5,613-6.8% | $2,707+93.2% |
| Participant deferral / active EE | $7,175 | $6,652+7.9% | $7,297-1.7% | $4,246+69.0% |
| Admin fee / account holder | $19 | $65-70.6% | $10,844-99.8% | $76-74.7% |