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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 21 · EIN 73-0780382 P.O. BOX 2300 · TULSA, OK 74102 | Bank Trustee | $44,556 |
TALENT TEAM, LLC1 year Service code 15 · EIN 85-1577758 PO BOX 2573 · DECATUR, TX 76234 | Recordkeeping | $42,233 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 PO BOX 11345 · MIDLAND, TX 79702 | Accounting | $16,480 |
THE VANGUARD GROUP, INC.2 years Service code 13 · EIN 23-1945930 1655 43RD STREET SOUTH · FARGO, ND 58103 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,871 | $95,417-91.8% | $135,974-94.2% | $74,460-89.4% |
| Participation rate | 27.1% | 78.2%-51.1pp | 81.9%-54.8pp | 70.7%-43.7pp |
| Annual return | 12.91% | 32.76%-19.9pp | 68.30%-55.4pp | 34.38%-21.5pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,029 | $7,789-86.8% | $7,760-86.7% | $4,530-77.3% |
| Admin fee / account holder | $134 | $266-49.6% | $10,767-98.8% | $348-61.4% |