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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $32,541 |
BOKF, NA1 year Filed as: BOKF,NA Service code 15 · EIN 73-0780382 | Recordkeeping | $23,938 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,667 | $101,653-76.7% | $147,080-83.9% | $74,459-68.2% |
| Participation rate | 57.5% | 75.6%-18.1pp | 82.2%-24.7pp | 67.2%-9.8pp |
| Annual return | 13.19% | 8754.98%-8741.8pp | 420.17%-407.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,173 | $3,813-69.2% | $4,933-76.2% | $2,626-55.3% |
| Participant deferral / active EE | $3,362 | $7,304-54.0% | $8,066-58.3% | $4,350-22.7% |
| Admin fee / account holder | $123 | $1,752-93.0% | $12,989-99.1% | $1,945-93.7% |