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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $22,399 |
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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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 | $46,396 | $51,466-9.9% | $78,778-41.1% | $62,293-25.5% |
| Participation rate | 77.5% | 59.8%+17.7pp | 69.2%+8.3pp | 69.5%+8.0pp |
| Annual return | 16.54% | 19.96%-3.4pp | 35.62%-19.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,426 | $2,147+13.0% | $2,958-18.0% | $3,169-23.4% |
| Admin fee / account holder | $113 | $489-76.8% | $5,134-97.8% | $479-76.3% |