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| Provider | Service type | Compensation |
|---|---|---|
Filed as: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST STE 500 · OKLAHOMA CITY, OK 73116 | Finders' fees / placement fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,090 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,988 | $50,919+68.9% | $155,556-44.7% | $77,762+10.6% |
| Participation rate | 71.7% | 63.1%+8.6pp | 78.2%-6.6pp | 70.6%+1.1pp |
| Annual return | 12.22% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.1pp |
| Employer contribution / active EE | $1,788 | $1,991-10.2% | $4,675-61.8% | $2,728-34.5% |
| Participant deferral / active EE | $4,372 | $2,824+54.8% | $5,631-22.4% | $4,651-6.0% |
| Admin fee / account holder | -$94 | $437-121.5% | $15,885-100.6% | $433-121.7% |