Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $39,635 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCTON COMPANIES, LLC Service code 33 444 W. 47TH STREET · KANSAS CITY, MO 64112 | Direct payment from the plan; Securit... | $33,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,863 | $41,317+30.4% | $85,969-37.3% | $55,191-2.4% |
| Participation rate | 40.1% | 54.5%-14.4pp | 76.5%-36.4pp | 69.2%-29.1pp |
| Annual return | -1.18% | 3.93%-5.1pp | 9.32%-10.5pp | 10.78%-12.0pp |
| Employer contribution / active EE | $831 | $1,198-30.6% | $3,474-76.1% | $1,899-56.3% |
| Participant deferral / active EE | $1,476 | $1,914-22.9% | $3,829-61.5% | $3,046-51.5% |
| Admin fee / account holder | $248 | $97+156.1% | $6,053-95.9% | $91+173.5% |