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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $78,828 |
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 | $80,390 | $66,650+20.6% | $92,915-13.5% | $67,582+19.0% |
| Participation rate | 96.6% | 72.5%+24.1pp | 76.0%+20.6pp | 71.3%+25.3pp |
| Annual return | 24.02% | 92.64%-68.6pp | 109.45%-85.4pp | 378.57%-354.6pp |
| Employer contribution / active EE | $2,880 | $2,777+3.7% | $3,653-21.2% | $2,148+34.1% |
| Participant deferral / active EE | $4,929 | $3,160+56.0% | $4,238+16.3% | $3,539+39.2% |
| Admin fee / account holder | $82 | $199-59.0% | $5,796-98.6% | $142-42.7% |