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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $8,981 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $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 | $11,251 | $66,319-83.0% | $93,614-88.0% | $65,185-82.7% |
| Participation rate | 88.0% | 74.0%+14.0pp | 75.8%+12.2pp | 70.2%+17.8pp |
| Annual return | 20.11% | 42.59%-22.5pp | 32.76%-12.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $420 | $2,013-79.1% | $2,718-84.5% | $2,177-80.7% |
| Participant deferral / active EE | $2,692 | $3,343-19.5% | $4,069-33.8% | $3,514-23.4% |
| Admin fee / account holder | $68 | $6,900-99.0% | $7,889-99.1% | $847-92.0% |