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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $1,907 |
CHARLES SCHWAB & CO., INC.2 years 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,589 | $58,347-93.8% | $85,709-95.8% | $86,821-95.9% |
| Participation rate | 54.5% | 64.9%-10.4pp | 69.9%-15.3pp | 72.3%-17.7pp |
| Annual return | 17.00% | 18.43%-1.4pp | 21.49%-4.5pp | 97.94%-80.9pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,619-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $980 | $3,065-68.0% | $3,924-75.0% | $4,132-76.3% |
| Admin fee / account holder | $5 | $147-96.5% | $6,876-99.9% | $170-96.9% |