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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $12,896 |
MERITAGE PORTFOLIO MANAGEMENT3+ years Service code 26 7500 COLLEGE BLVD, SUITE 1212 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $11,237 |
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 | $231,912 | $155,795+48.9% | $136,298+70.1% | $69,634+233.0% |
| Participation rate | 94.5% | 75.2%+19.2pp | 81.9%+12.5pp | 70.7%+23.8pp |
| Annual return | 20.47% | 232464.33%-232443.9pp | 5156.27%-5135.8pp | 27572.26%-27551.8pp |
| Employer contribution / active EE | $9,291 | $2,991+210.6% | $4,696+97.9% | $2,032+357.2% |
| Participant deferral / active EE | $7,709 | $5,394+42.9% | $6,247+23.4% | $3,224+139.1% |
| Admin fee / account holder | $47 | $128-63.3% | $9,244-99.5% | $110-57.3% |