Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $125,567 |
TWO WEST CAPITAL ADVISORS5+ years Filed as: TWO WEST ADVISORS Service code 27 · EIN 27-3055170 | Advisory (Plan) | $49,242 |
Filed as: TRAVELERS CASUALTY & SURETY COMPANY Service code 28 · EIN 06-6033504 | Investment Management | $16,810 |
MIZE HOUSER & COMPANY1 year Filed as: MIZE CPAS INC. Service code 10 · EIN 48-0882363 | Accounting | $14,350 |
Filed as: CHARELS SCHWAB & CO., INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $70,684 | $40,113+76.2% | $84,021-15.9% | $77,775-9.1% |
| Participation rate | 22.3% | 62.8%-40.4pp | 69.0%-46.7pp | 73.2%-50.9pp |
| Annual return | 21.91% | 23.27%-1.4pp | 71.32%-49.4pp | 32.58%-10.7pp |
| Employer contribution / active EE | $371 | $847-56.2% | $1,984-81.3% | $2,504-85.2% |
| Participant deferral / active EE | $687 | $2,030-66.2% | $3,239-78.8% | $3,966-82.7% |
| Admin fee / account holder | $215 | $92+134.6% | $6,102-96.5% | $100+114.7% |