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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $26,716 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,280 | $73,532-71.1% | $178,505-88.1% | $74,478-71.4% |
| Participation rate | 96.6% | 66.6%+30.0pp | 77.1%+19.5pp | 67.2%+29.4pp |
| Annual return | 13.94% | 17.49%-3.6pp | 27.16%-13.2pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $533 | $2,221-76.0% | $3,955-86.5% | $2,626-79.7% |
| Participant deferral / active EE | $3,758 | $4,519-16.8% | $6,280-40.2% | $4,350-13.6% |
| Admin fee / account holder | $182 | $1,813-90.0% | $10,428-98.3% | $1,946-90.7% |