Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $68,238 |
HOGANTAYLOR LLP2+ years Service code 10 · EIN 73-1413977 | Accounting | $15,000 |
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 | $120,648 | $57,921+108.3% | $84,753+42.4% | $57,658+109.2% |
| Participation rate | 94.0% | 72.9%+21.1pp | 76.6%+17.4pp | 70.2%+23.8pp |
| Annual return | 6.93% | 10.24%-3.3pp | 22.78%-15.9pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,054 | $2,598+17.5% | $3,574-14.6% | $1,974+54.7% |
| Participant deferral / active EE | $5,837 | $2,742+112.9% | $3,712+57.3% | $3,061+90.7% |
| Admin fee / account holder | $179 | $130+38.0% | $5,333-96.6% | $95+89.4% |