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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 | $58,859-80.0% | $129,397-90.9% | $77,714-84.9% |
| Participation rate | 89.5% | 59.3%+30.2pp | 69.6%+19.9pp | 70.6%+18.9pp |
| Annual return | 13.89% | 24.74%-10.8pp | 9453.98%-9440.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $506 | $1,952-74.1% | $4,154-87.8% | $2,727-81.4% |
| Participant deferral / active EE | $894 | $3,215-72.2% | $4,167-78.5% | $4,649-80.8% |
| Admin fee / account holder | $84 | $591-85.8% | $7,679-98.9% | $433-80.6% |