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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $5,221 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2 |
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 | $13,124 | $70,917-81.5% | $98,920-86.7% | $73,493-82.1% |
| Participation rate | 85.2% | 73.8%+11.4pp | 76.0%+9.2pp | 70.7%+14.5pp |
| Annual return | 18.24% | 34.18%-15.9pp | 196.47%-178.2pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,772 | $3,501-20.8% | $4,245-34.7% | $3,740-25.9% |
| Admin fee / account holder | $40 | $535-92.5% | $6,643-99.4% | $513-92.2% |