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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $8,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,527 | $55,191-61.0% | $40,757-47.2% | $55,191-61.0% |
| Participation rate | 48.2% | 69.2%-20.9pp | 79.3%-31.0pp | 69.2%-20.9pp |
| Annual return | 16.73% | 10.78%+5.9pp | -0.50%+17.2pp | 10.78%+5.9pp |
| Employer contribution / active EE | $723 | $1,899-61.9% | $3,004-75.9% | $1,899-61.9% |
| Participant deferral / active EE | $1,237 | $3,046-59.4% | $3,485-64.5% | $3,046-59.4% |
| Admin fee / account holder | $29 | $91-68.2% | $4,272-99.3% | $91-68.2% |