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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 | Investment management fees paid direc... | $123,739 |
SMITH, CARNEY & CO., P.C.2+ years Service code 11 · EIN 73-1225615 5100 N. BROOKLINE, SUITE 1000 · OKLAHOMA CITY, OK 731225165 | Actuarial | $19,000 |
RETIREMENT, LLC2+ years Service code 29 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Legal | $17,670 |
MCAFEE & TAFT2+ years Service code 10 · EIN 73-3723532 2 LEADERSHIP SQUARE, 10TH FLOOR · OKLAHOMA CITY, OK 73102 | Accounting | $5,247 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 7.14% | 3.12%+4.0pp | 4.16%+3.0pp | 4.56%+2.6pp |
| Employer contribution / active EE | $10,317 | $10,957-5.8% | $29,966-65.6% | $15,526-33.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |