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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES2 years Service code 17 26 N BROADWAY ST · BROKEN BOW, OK 74728 | Pension Consulting | $35,117 |
TRISTAR PENSION LTD2 years Service code 10 · EIN 73-1553813 | Accounting | $3,300 |
AMERICAN FUNDS2 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 15 · EIN 95-6817943 | Recordkeeping | $1,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,824 | $50,956-31.7% | $96,570-63.9% | $86,821-59.9% |
| Participation rate | 45.6% | 65.2%-19.6pp | 69.8%-24.2pp | 72.3%-26.7pp |
| Annual return | 32.39% | 21.27%+11.1pp | 37.79%-5.4pp | 97.94%-65.5pp |
| Employer contribution / active EE | $862 | $1,111-22.4% | $2,357-63.4% | $2,406-64.2% |
| Participant deferral / active EE | $1,319 | $2,954-55.3% | $3,849-65.7% | $4,132-68.1% |
| Admin fee / account holder | $18 | $166-89.2% | $6,182-99.7% | $170-89.4% |