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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $94,909 |
PRIVATE ADVISOR GROUP LLC4 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $35,396 |
Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $9,457 |
THE BANK OF NEW YORK MELLON6+ 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 | $149,126 | $110,699+34.7% | $177,839-16.1% | $90,274+65.2% |
| Participation rate | 99.9% | 88.3%+11.5pp | 87.7%+12.2pp | 73.4%+26.5pp |
| Annual return | 17.49% | 22.79%-5.3pp | 48.33%-30.8pp | 53.97%-36.5pp |
| Employer contribution / active EE | $5,898 | $4,118+43.2% | $5,919-0.3% | $2,523+133.7% |
| Participant deferral / active EE | $7,894 | $6,731+17.3% | $7,714+2.3% | $4,231+86.6% |
| Admin fee / account holder | $16 | $90-82.3% | $12,432-99.9% | $114-86.0% |