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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $1,300 |
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 | $9,336 | $30,107-69.0% | $61,452-84.8% | $64,819-85.6% |
| Participation rate | 14.6% | 36.4%-21.7pp | 52.6%-37.9pp | 71.5%-56.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.96%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $159 | $537-70.5% | $1,160-86.3% | $2,507-93.7% |
| Participant deferral / active EE | $806 | $1,126-28.4% | $2,125-62.1% | $4,311-81.3% |
| Admin fee / account holder | $11 | $148-92.8% | $2,131-99.5% | $188-94.3% |