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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $18,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,043 | $45,068+11.0% | $67,221-25.6% | $73,412-31.8% |
| Participation rate | 40.8% | 75.3%-34.5pp | 79.4%-38.5pp | 72.2%-31.3pp |
| Annual return | 16.89% | 16.15%+0.7pp | 20.72%-3.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $917 | $2,041-55.1% | $3,723-75.4% | $2,234-58.9% |
| Participant deferral / active EE | $1,800 | $2,660-32.3% | $4,384-58.9% | $3,806-52.7% |
| Admin fee / account holder | $73 | $111-34.5% | $5,844-98.8% | $158-53.9% |