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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $36,310 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,229 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,114 | $102,553-60.9% | $151,611-73.5% | $66,914-40.1% |
| Participation rate | 54.8% | 85.5%-30.7pp | 87.5%-32.7pp | 69.8%-15.0pp |
| Annual return | -15.50% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,114 | $4,180-49.4% | $6,166-65.7% | $2,544-16.9% |
| Participant deferral / active EE | $3,620 | $6,641-45.5% | $8,363-56.7% | $4,237-14.6% |
| Admin fee / account holder | $327 | $630-48.1% | $11,616-97.2% | $593-44.9% |