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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $3,601 |
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 | $15,758 | $30,147-47.7% | $58,544-73.1% | $80,149-80.3% |
| Participation rate | 11.9% | 34.4%-22.5pp | 50.9%-39.0pp | 72.9%-61.1pp |
| Annual return | 77.89% | 21.97%+55.9pp | 4249.56%-4171.7pp | 40.39%+37.5pp |
| Employer contribution / active EE | $142 | $528-73.1% | $1,053-86.5% | $2,977-95.2% |
| Participant deferral / active EE | $656 | $1,249-47.5% | $1,923-65.9% | $5,015-86.9% |
| Admin fee / account holder | $15 | $195-92.0% | $2,520-99.4% | $145-89.3% |