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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $109,476 |
PRIVATE ADVISOR GROUP LLC6 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $42,945 |
BURKHOLDER WEALTH MANAGEMENT3 years Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $22,489 |
COWEN & COMPANY LLC2 years Filed as: COWEN AND COMPANY Service code 71 599 LEXINGTON AVENUE 20TH FLOOR · NEW YORK, NY 10022 | 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 | $146,338 | $95,918+52.6% | $151,634-3.5% | $77,906+87.8% |
| Participation rate | 99.4% | 88.7%+10.7pp | 87.5%+11.9pp | 73.7%+25.7pp |
| Annual return | -15.00% | -5.50%-9.5pp | 3.32%-18.3pp | 12.16%-27.2pp |
| Employer contribution / active EE | $6,379 | $4,330+47.3% | $6,165+3.5% | $2,846+124.1% |
| Participant deferral / active EE | $8,251 | $7,508+9.9% | $8,363-1.3% | $4,805+71.7% |
| Admin fee / account holder | $22 | $93-75.9% | $11,614-99.8% | $133-83.0% |