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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,290 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,382 | $56,511+61.7% | $185,837-50.8% | $86,813+5.3% |
| Participation rate | 69.0% | 65.5%+3.5pp | 81.7%-12.7pp | 72.3%-3.3pp |
| Annual return | 13.70% | 118.12%-104.4pp | 122.08%-108.4pp | 97.93%-84.2pp |
| Employer contribution / active EE | $1,581 | $1,844-14.3% | $5,168-69.4% | $2,406-34.3% |
| Participant deferral / active EE | $3,641 | $2,554+42.5% | $5,568-34.6% | $4,131-11.9% |
| Admin fee / account holder | $8 | $150-94.9% | $16,241-100.0% | $170-95.5% |