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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA6+ years Service code 15 · EIN 73-1353212 PO BOX 3627 · TULSA, OK 741013627 | Recordkeeping | $56,515 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,077 | $65,092+207.4% | $143,799+39.1% | $66,938+198.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.12% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,789 | $2,362+145.1% | $4,952+16.9% | $2,545+127.4% |
| Participant deferral / active EE | $5,121 | $2,920+75.4% | $5,638-9.2% | $4,238+20.8% |
| Admin fee / account holder | $177 | $502-64.8% | $14,677-98.8% | $594-70.2% |