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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,904 | $55,441-71.3% | $76,002-79.1% | $77,671-79.5% |
| Participation rate | 29.4% | 63.6%-34.2pp | 69.1%-39.7pp | 70.6%-41.2pp |
| Annual return | 11.23% | 17.08%-5.9pp | 360.07%-348.8pp | 31.21%-20.0pp |
| Employer contribution / active EE | $718 | $1,789-59.9% | $2,688-73.3% | $2,726-73.7% |
| Participant deferral / active EE | $1,731 | $3,451-49.8% | $4,257-59.3% | $4,648-62.8% |
| Admin fee / account holder | $16 | $407-96.0% | $6,414-99.7% | $430-96.2% |