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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 | $53,061 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,902 | $82,188-77.0% | $125,391-84.9% | $64,824-70.8% |
| Participation rate | 86.0% | 77.9%+8.1pp | 82.4%+3.6pp | 71.5%+14.5pp |
| Annual return | -15.02% | 3.50%-18.5pp | 572.41%-587.4pp | 32.84%-47.9pp |
| Employer contribution / active EE | $618 | $3,617-82.9% | $4,816-87.2% | $2,507-75.3% |
| Participant deferral / active EE | $1,674 | $7,177-76.7% | $7,448-77.5% | $4,311-61.2% |
| Admin fee / account holder | $126 | $163-22.9% | $10,009-98.7% | $188-33.0% |