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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 | Non-monetary compensation; Investment... | $122,556 |
SMITH, CARNEY & CO., P.C.4+ years Service code 11 · EIN 73-1225615 5100 N. BROOKLINE, SUITE 1000 · OKLAHOMA CITY, OK 731225165 | Actuarial | $22,500 |
RETIREMENT, LLC4+ years Service code 29 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Legal | $17,023 |
CUBIC ASSET MANAGEMENT1 year Service code 28 · EIN 65-1312579 800 BOYLSTON STREET, SUITE 2830 · BOSTON, MA 02199 | Investment Management | $8,326 |
MCAFEE & TAFT4+ years Service code 10 · EIN 73-3723532 2 LEADERSHIP SQUARE, 10TH FLOOR · OKLAHOMA CITY, OK 73102 | Accounting | $7,158 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $5,837 |
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Participant 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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -4.73% | -2.92%-1.8pp | -752.26%+747.5pp | 10.56%-15.3pp |
| Employer contribution / active EE | $10,134 | $9,485+6.8% | $31,802-68.1% | $13,643-25.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |