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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $13,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,317 | $31,741-48.6% | $56,025-70.9% | $200,096-91.8% |
| Participation rate | 11.0% | 32.3%-21.3pp | 52.5%-41.5pp | 72.0%-61.0pp |
| Annual return | 16.92% | 14.72%+2.2pp | 1712.69%-1695.8pp | 34.26%-17.3pp |
| Employer contribution / active EE | $162 | $508-68.0% | $1,042-84.4% | $3,038-94.7% |
| Participant deferral / active EE | $731 | $1,184-38.2% | $1,955-62.6% | $5,090-85.6% |
| Admin fee / account holder | $66 | $426-84.5% | $2,828-97.7% | $269-75.5% |