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| Provider | Service type | Compensation |
|---|---|---|
INVESTRUST1 year Service code 15 5100 N. CLASSEN BLVD. SUITE 620 · OKLAHOMA CITY, OK 73118 | Recordkeeping | $26,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,835 | $48,064-21.3% | $78,778-52.0% | $69,631-45.7% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.2%-69.2pp | 70.7%-70.7pp |
| Annual return | 14.13% | 21.81%-7.7pp | 35.62%-21.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $232 | $744-68.8% | $1,986-88.3% | $2,032-88.6% |
| Participant deferral / active EE | $1,102 | $2,079-47.0% | $2,958-62.7% | $3,224-65.8% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |