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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $14,342 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,948 | $55,725-44.5% | $54,726-43.4% | $55,725-44.5% |
| Participation rate | 45.8% | 70.9%-25.1pp | 79.1%-33.4pp | 70.9%-25.1pp |
| Annual return | -4.90% | 244.93%-249.8pp | -4.56%-0.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $888 | $2,078-57.3% | $3,449-74.3% | $2,078-57.3% |
| Participant deferral / active EE | $1,665 | $3,356-50.4% | $3,953-57.9% | $3,356-50.4% |
| Admin fee / account holder | $51 | $115-56.2% | $3,818-98.7% | $115-56.2% |