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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA7+ years Service code 15 · EIN 73-1353212 PO BOX 3627 · TULSA, OK 741013627 | Recordkeeping | $79,009 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,125 | $61,338+250.7% | $149,717+43.7% | $71,495+200.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.00% | 35.86%-19.9pp | 134.41%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $8,003 | $2,381+236.1% | $4,820+66.0% | $2,589+209.1% |
| Participant deferral / active EE | $5,004 | $2,919+71.4% | $5,682-11.9% | $4,291+16.6% |
| Admin fee / account holder | $239 | $1,263-81.0% | $13,213-98.2% | $1,588-84.9% |