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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 | $7,232 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,041 | $60,165-23.5% | $74,184-37.9% | $55,167-16.5% |
| Participation rate | 96.0% | 74.2%+21.8pp | 76.6%+19.4pp | 69.0%+27.0pp |
| Annual return | 7.51% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,393 | $1,600+49.6% | $2,370+1.0% | $1,963+21.9% |
| Participant deferral / active EE | $3,057 | $2,973+2.9% | $3,550-13.9% | $3,054+0.1% |
| Admin fee / account holder | $49 | $419-88.3% | $5,586-99.1% | $504-90.3% |