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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $9,975 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5 |
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 | $6,234 | $55,402-88.7% | $76,089-91.8% | $77,714-92.0% |
| Participation rate | 79.7% | 63.6%+16.1pp | 69.1%+10.6pp | 70.6%+9.1pp |
| Annual return | 15.06% | 17.09%-2.0pp | 360.94%-345.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,690-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,965 | $3,450-43.0% | $4,259-53.9% | $4,649-57.7% |
| Admin fee / account holder | $19 | $410-95.4% | $6,418-99.7% | $433-95.6% |