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| Provider | Service type | Compensation |
|---|---|---|
THE LEGACY FINANCIAL GROUP10+ years Service code 26 2508 EAST 21ST STREET · TULSA, OK 74114 | Advisory (Participants) | $34,576 |
OLISTICO WEALTH2 years Service code 26 2431 E 61ST ST SUITE 175 · TULSA, OK 74136 | Advisory (Participants) | $27,129 |
BOKF, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $7,373 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICE Service code 33 2431 E 61ST STE 825 · TULSA, OK 74136 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,919 | $101,499+365.9% | $147,005+221.7% | $74,546+534.4% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 13.79% | 8732.34%-8718.6pp | 418.76%-405.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $18,951 | $3,811+397.3% | $4,934+284.1% | $2,624+622.1% |
| Participant deferral / active EE | $10,105 | $7,304+38.3% | $8,070+25.2% | $4,347+132.4% |
| Admin fee / account holder | $347 | $1,748-80.1% | $13,006-97.3% | $1,944-82.1% |