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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $50,974 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,762 | $58,778-80.0% | $129,295-90.9% | $77,671-84.9% |
| Participation rate | 89.5% | 59.2%+30.3pp | 69.6%+19.9pp | 70.6%+18.9pp |
| Annual return | 13.89% | 24.73%-10.8pp | 9429.28%-9415.4pp | 31.21%-17.3pp |
| Employer contribution / active EE | $506 | $1,952-74.1% | $4,157-87.8% | $2,726-81.4% |
| Participant deferral / active EE | $894 | $3,212-72.2% | $4,169-78.6% | $4,648-80.8% |
| Admin fee / account holder | $84 | $589-85.8% | $7,665-98.9% | $430-80.5% |