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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $18,634 |
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 | $27,826 | $77,638-64.2% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.67% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,708 | $3,444-50.4% | $5,501-69.0% | $2,281-25.1% |
| Participant deferral / active EE | $3,537 | $3,046+16.1% | $4,871-27.4% | $3,203+10.4% |
| Admin fee / account holder | $130 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |