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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $138,055 |
TWO WEST CAPITAL ADVISORS4+ years Filed as: TWO WEST ADVISORS Service code 27 · EIN 27-3055170 | Advisory (Plan) | $65,123 |
MIZE HOUSER & COMPANY4+ years Service code 10 · EIN 48-0882363 7101 COLLEGE BLVD, STE 900 · OVERLAND PARK, KS 66210 | Accounting | $22,900 |
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.
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 | $61,366 | $33,780+81.7% | $74,549-17.7% | $75,289-18.5% |
| Participation rate | 20.7% | 62.7%-42.0pp | 69.1%-48.4pp | 72.4%-51.7pp |
| Annual return | -5.77% | -1.24%-4.5pp | 32.53%-38.3pp | -0.04%-5.7pp |
| Employer contribution / active EE | $330 | $845-61.0% | $1,961-83.2% | $2,405-86.3% |
| Participant deferral / active EE | $591 | $1,890-68.7% | $3,108-81.0% | $3,739-84.2% |
| Admin fee / account holder | $241 | $86+179.5% | $5,059-95.2% | $102+135.9% |