Filed September 16, 2006
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 |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $45,462 |
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR LP Service code 10 · EIN 73-1413977 | Accounting | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,478 | $88,730-49.9% | $82,312-46.0% | $77,958-42.9% |
| Participation rate | 97.9% | 84.5%+13.3pp | 76.9%+21.0pp | 71.6%+26.2pp |
| Annual return | 16.55% | 20.88%-4.3pp | 25.88%-9.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $778 | $2,758-71.8% | $2,428-67.9% | $2,310-66.3% |
| Participant deferral / active EE | $2,317 | $4,634-50.0% | $3,706-37.5% | $3,537-34.5% |
| Admin fee / account holder | $35 | $74-53.0% | $5,608-99.4% | $97-64.3% |