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| Provider | Service type | Compensation |
|---|---|---|
TRISTAR PENSION LTD1+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $19,099 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGMT CO. INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,388 |
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 | $68,874 | $70,002-1.6% | $115,038-40.1% | $52,331+31.6% |
| Participation rate | 93.7% | 72.1%+21.6pp | 81.4%+12.4pp | 68.1%+25.6pp |
| Annual return | -0.23% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,864 | $2,715+42.3% | $4,608-16.1% | $1,882+105.3% |
| Participant deferral / active EE | $4,065 | $4,920-17.4% | $6,026-32.6% | $3,022+34.5% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |