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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $75,826 |
AMERICAN FUNDS1+ years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 27 8235 FORSYTH BOULEVARD · CLAYTON, MO 63105 | Advisory (Plan) | $28,750 |
HOGANTAYLOR LLP1+ years Service code 10 · EIN 73-1413977 | Accounting | $15,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,740 | $50,498+127.2% | $75,784+51.4% | $55,191+107.9% |
| Participation rate | 94.0% | 69.4%+24.6pp | 75.8%+18.2pp | 69.2%+24.8pp |
| Annual return | 0.81% | 1.80%-1.0pp | 9.68%-8.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,917 | $2,291+27.4% | $3,323-12.2% | $1,899+53.6% |
| Participant deferral / active EE | $5,717 | $2,589+120.8% | $3,652+56.5% | $3,046+87.7% |
| Admin fee / account holder | $263 | $123+114.1% | $5,300-95.0% | $91+190.2% |