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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $49,955 |
EMPLOYEE BENEFITS GROUP, LLC3+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $28,131 |
BANCFIRST3+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $11,541 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,390 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,347 | $46,173+13.4% | $170,435-69.3% | $69,631-24.8% |
| Participation rate | 57.9% | 63.9%-6.0pp | 83.6%-25.7pp | 70.7%-12.8pp |
| Annual return | 17.69% | 21.62%-3.9pp | 205.94%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,411 | $1,610-12.4% | $5,432-74.0% | $2,032-30.6% |
| Participant deferral / active EE | $2,062 | $2,080-0.9% | $4,939-58.3% | $3,224-36.0% |
| Admin fee / account holder | $129 | $116+11.5% | $13,881-99.1% | $110+17.1% |