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, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $134,873 |
PRIVATE ADVISOR GROUP LLC7 years Filed as: TL PRIVATE WEALTH Service code 26 165 S KIMBALL AVE. SUITE 120 · SOUTHLAKE, TX 76092 | Advisory (Participants) | $42,731 |
BURKHOLDER WEALTH MANAGEMENT4 years Service code 26 5014 EAST 101ST STREET, SUITE 100 · TULSA, OK 74137 | Advisory (Participants) | $18,082 |
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 | $163,802 | $112,711+45.3% | $170,055-3.7% | $80,187+104.3% |
| Participation rate | 99.3% | 87.4%+12.0pp | 87.0%+12.3pp | 72.9%+26.4pp |
| Annual return | 16.50% | 67.06%-50.6pp | 53.43%-36.9pp | 40.40%-23.9pp |
| Employer contribution / active EE | $6,690 | $4,488+49.1% | $6,790-1.5% | $2,980+124.5% |
| Participant deferral / active EE | $8,717 | $7,861+10.9% | $10,410-16.3% | $5,016+73.8% |
| Admin fee / account holder | $23 | $99-77.1% | $12,828-99.8% | $145-84.3% |