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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
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 | $69,395 | $46,332+49.8% | $143,799-51.7% | $64,819+7.1% |
| Participation rate | 67.7% | 64.2%+3.5pp | 80.3%-12.6pp | 71.5%-3.7pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.04%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,578 | $1,911-17.4% | $4,952-68.1% | $2,507-37.1% |
| Participant deferral / active EE | $3,764 | $2,647+42.2% | $5,638-33.2% | $4,311-12.7% |
| Admin fee / account holder | $6 | $154-96.3% | $14,677-100.0% | $188-97.0% |