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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 15 · EIN 73-0780382 | Recordkeeping | $22,333 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,403 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,544 | $87,132-84.5% | $105,624-87.2% | $80,959-83.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.68% | 17.03%-4.4pp | 116.20%-103.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,886 | $2,397-21.3% | $3,168-40.4% | $2,757-31.6% |
| Participant deferral / active EE | $3,313 | $3,985-16.9% | $5,013-33.9% | $4,300-23.0% |
| Admin fee / account holder | $264 | $8,449-96.9% | $10,961-97.6% | $6,925-96.2% |