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| Provider | Service type | Compensation |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA8+ years Service code 15 · EIN 73-1353212 PO BOX 3627 · TULSA, OK 741013627 | Recordkeeping | $111,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,946 | $50,812+328.9% | $155,602+40.1% | $77,692+180.5% |
| Participation rate | 77.2% | 63.1%+14.1pp | 78.2%-1.0pp | 70.6%+6.6pp |
| Annual return | 13.95% | 34.85%-20.9pp | 64.81%-50.9pp | 31.25%-17.3pp |
| Employer contribution / active EE | $5,776 | $1,989+190.4% | $4,675+23.5% | $2,726+111.9% |
| Participant deferral / active EE | $4,000 | $2,822+41.7% | $5,629-28.9% | $4,648-13.9% |
| Admin fee / account holder | $346 | $436-20.6% | $15,923-97.8% | $431-19.5% |