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| Provider | Service type | Compensation |
|---|---|---|
GIBRALTAR CAPITAL MANAGEMENT1+ years Service code 28 9125 SOUTH TOLEDO AVENUE · TULSA, OK 74137 | Investment Management | $44,095 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | -4.96% | 9.18%-14.1pp | 380.66%-385.6pp | 9.29%-14.2pp |
| Employer contribution / active EE | $10,000 | $20,046-50.1% | $45,083-77.8% | $15,168-34.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |