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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities); Su... | $119,293 |
SMITH, CARNEY & CO., P.C.1+ years Service code 11 · EIN 73-1225615 5100 N. BROOKLINE, SUITE 1000 · OKLAHOMA CITY, OK 731225165 | Actuarial | $19,000 |
MCAFEE & TAFT1+ years Service code 29 · EIN 73-3723532 2 LEADERSHIP SQUARE, 10TH FLOOR · OKLAHOMA CITY, OK 73102 | Legal | $18,381 |
RETIREMENT, LLC1+ years Service code 10 · EIN 26-3723532 13838 QUAIL POINTE, SUITE B · OKLAHOMA CITY, OK 73134 | Accounting | $14,423 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,458-100.0% | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | - |
| Annual return | -0.68% | 4.11%-4.8pp | -1.61%+0.9pp | - |
| Employer contribution / active EE | $10,572 | $17,961-41.1% | $30,840-65.7% | - |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $3,433-100.0% | - |