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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $54,310 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,236 | $96,900-64.7% | $111,392-69.3% | $75,289-54.5% |
| Participation rate | 93.8% | 85.9%+7.9pp | 78.9%+15.0pp | 72.4%+21.4pp |
| Annual return | -6.68% | 1.66%-8.3pp | -2.06%-4.6pp | -0.04%-6.6pp |
| Employer contribution / active EE | $3,628 | $5,520-34.3% | $4,328-16.2% | $2,405+50.9% |
| Participant deferral / active EE | $5,185 | $6,494-20.1% | $5,567-6.9% | $3,739+38.7% |
| Admin fee / account holder | $29 | $105-72.7% | $12,266-99.8% | $102-71.9% |