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| Provider | Service type | Compensation |
|---|---|---|
GIBRALTAR CAPITAL MANAGEMENT3+ years Service code 28 9125 SOUTH TOLEDO AVENUE · TULSA, OK 74137 | Investment Management | $36,074 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -6.47% | -11.20%+4.7pp | 10.22%-16.7pp | -5.25%-1.2pp |
| Employer contribution / active EE | $9,261 | $17,775-47.9% | $51,205-81.9% | $15,161-38.9% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |