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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $9,645 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $5,177 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS Service code 27 · EIN 95-3845382 | Advisory (Plan) | $2,185 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $675 |
Filed as: MESIRO FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $88 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,921 | $54,245-76.2% | $93,727-86.2% | $77,762-83.4% |
| Participation rate | 22.1% | 63.9%-41.8pp | 68.7%-46.6pp | 70.6%-48.5pp |
| Annual return | 11.72% | 30.58%-18.9pp | 133.83%-122.1pp | 31.27%-19.5pp |
| Employer contribution / active EE | $310 | $1,168-73.4% | $2,421-87.2% | $2,728-88.6% |
| Participant deferral / active EE | $618 | $3,144-80.4% | $4,417-86.0% | $4,651-86.7% |
| Admin fee / account holder | $58 | $575-89.8% | $8,292-99.3% | $433-86.5% |