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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $53,071 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4 |
Service code 16 · EIN 94-1737782 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,995 | $66,750-85.0% | $105,754-90.5% | $57,658-82.7% |
| Participation rate | 91.8% | 79.2%+12.6pp | 78.9%+12.9pp | 70.2%+21.5pp |
| Annual return | 27.25% | 10.99%+16.3pp | 12.25%+15.0pp | 5.13%+22.1pp |
| Employer contribution / active EE | $0 | $3,766-100.0% | $4,079-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,251 | $4,933-54.4% | $5,326-57.7% | $3,061-26.5% |
| Admin fee / account holder | $66 | $88-24.6% | $8,309-99.2% | $95-29.9% |