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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $9,867 |
BEASLEY & COMPANY1 year Service code 13 2626 E. 21ST ST. STE 1 · TULSA, OK 74114 | Contract Administrator | $1,425 |
Service code 55 WARREN PLACE TWO · TULSA, OK 74136 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,506 | $50,643-35.8% | $106,619-69.5% | $55,167-41.1% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.0%-33.6pp | 69.0%-24.5pp |
| Annual return | 7.28% | 7.02%+0.3pp | 9.42%-2.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $832 | $1,626-48.8% | $3,947-78.9% | $1,963-57.6% |
| Participant deferral / active EE | $1,236 | $2,208-44.0% | $3,930-68.5% | $3,054-59.5% |
| Admin fee / account holder | $20 | $488-96.0% | $6,418-99.7% | $504-96.1% |