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| Provider | Service type | Compensation |
|---|---|---|
TRISTAR PENSION LTD2+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $24,950 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MGMT CO. INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,281 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 10900 HEFNER POINTE DR STE 502 · OKLAHOMA CITY, OK 131205006 | Other Commissions | $0 |
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 | $72,016 | $75,183-4.2% | $123,894-41.9% | $55,167+30.5% |
| Participation rate | 95.9% | 72.8%+23.1pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 9.23% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $4,056 | $2,823+43.6% | $4,617-12.2% | $1,963+106.6% |
| Participant deferral / active EE | $4,035 | $5,084-20.6% | $5,984-32.6% | $3,054+32.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |