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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,143 |
Filed as: BANK OF OKLAHOMA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $15,488 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,821 | $102,385-63.1% | $147,080-74.3% | $80,935-53.3% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 10.65% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,862 | $3,717-49.9% | $4,933-62.3% | $2,757-32.5% |
| Participant deferral / active EE | $11,616 | $6,651+74.7% | $8,066+44.0% | $4,299+170.2% |
| Admin fee / account holder | $212 | $7,951-97.3% | $12,989-98.4% | $6,924-96.9% |