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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,687 |
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 |
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 | $79,862 | $52,293+52.7% | $178,503-55.3% | $73,412+8.8% |
| Participation rate | 67.7% | 65.3%+2.3pp | 81.9%-14.3pp | 72.2%-4.5pp |
| Annual return | 11.90% | 34.75%-22.8pp | 151.12%-139.2pp | 59.30%-47.4pp |
| Employer contribution / active EE | $1,703 | $1,736-1.9% | $5,011-66.0% | $2,234-23.8% |
| Participant deferral / active EE | $3,174 | $2,333+36.0% | $5,202-39.0% | $3,806-16.6% |
| Admin fee / account holder | $6 | $127-95.7% | $13,987-100.0% | $158-96.5% |