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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $15,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $11,586 | $55,437-79.1% | $155,534-92.6% | $74,459-84.4% |
| Participation rate | 62.2% | 61.9%+0.3pp | 78.2%-16.0pp | 67.2%-5.0pp |
| Annual return | 11.28% | 269.58%-258.3pp | 64.92%-53.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $230 | $2,266-89.8% | $4,675-95.1% | $2,626-91.2% |
| Participant deferral / active EE | $932 | $2,837-67.1% | $5,630-83.4% | $4,350-78.6% |
| Admin fee / account holder | $101 | $1,742-94.2% | $15,900-99.4% | $1,945-94.8% |