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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $5,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,482 | $51,466+17.5% | $78,778-23.2% | $62,293-2.9% |
| Participation rate | 61.5% | 59.8%+1.7pp | 69.2%-7.7pp | 69.5%-8.0pp |
| Annual return | 15.36% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $822 | $827-0.6% | $1,986-58.6% | $2,042-59.7% |
| Participant deferral / active EE | $2,920 | $2,147+36.0% | $2,958-1.3% | $3,169-7.8% |
| Admin fee / account holder | $33 | $489-93.2% | $5,134-99.4% | $479-93.1% |