Filed April 2, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
BANCFIRST2+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $43,661 |
EMPLOYEE BENEFITS GROUP, LLC2+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $22,940 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $9,126 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $8,796 |
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 | $40,171 | $36,916+8.8% | $156,551-74.3% | $57,658-30.3% |
| Participation rate | 75.2% | 63.4%+11.8pp | 84.0%-8.8pp | 70.2%+5.0pp |
| Annual return | 6.24% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,430 | $1,571-9.0% | $5,501-74.0% | $1,974-27.6% |
| Participant deferral / active EE | $2,078 | $1,926+7.9% | $4,871-57.4% | $3,061-32.1% |
| Admin fee / account holder | $103 | $82+24.3% | $13,028-99.2% | $95+8.5% |