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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $548 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,867 | $51,288-90.5% | $81,982-94.1% | $73,412-93.4% |
| Participation rate | 43.4% | 64.0%-20.6pp | 69.3%-25.8pp | 72.2%-28.8pp |
| Annual return | 24.52% | 29.48%-5.0pp | 41.31%-16.8pp | 59.30%-34.8pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $778 | $2,715-71.3% | $3,722-79.1% | $3,806-79.6% |
| Admin fee / account holder | $6 | $125-95.2% | $5,665-99.9% | $158-96.2% |