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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $247,844 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $26,274 | $65,292-59.8% | $71,671-63.3% | $77,958-66.3% |
| Participation rate | 76.6% | 67.4%+9.2pp | 68.7%+7.8pp | 71.6%+4.9pp |
| Annual return | 25.13% | 21.25%+3.9pp | 20.65%+4.5pp | 20.87%+4.3pp |
| Employer contribution / active EE | $1,064 | $2,085-49.0% | $2,460-56.7% | $2,310-54.0% |
| Participant deferral / active EE | $2,309 | $3,008-23.3% | $3,438-32.8% | $3,537-34.7% |
| Admin fee / account holder | $102 | $84+21.3% | $5,558-98.2% | $97+5.2% |