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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $113,207 |
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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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,464 | $407,990-97.2% | $121,220-90.5% | $75,289-84.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 71.8%+28.2pp | 72.4%+27.6pp |
| Annual return | -4.79% | 2.93%-7.7pp | 16.94%-21.7pp | -0.04%-4.8pp |
| Employer contribution / active EE | $913 | $1,846-50.5% | $4,023-77.3% | $2,405-62.0% |
| Participant deferral / active EE | $1,251 | $2,201-43.2% | $3,345-62.6% | $3,739-66.5% |
| Admin fee / account holder | $49 | $455-89.2% | $5,021-99.0% | $102-51.9% |