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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 75-2009441 | Recordkeeping | $64,666 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,186 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,262 | $68,544-42.7% | $115,752-66.1% | $69,631-43.6% |
| Participation rate | 81.5% | 74.0%+7.5pp | 77.8%+3.7pp | 70.7%+10.8pp |
| Annual return | 15.58% | 20.97%-5.4pp | 19.41%-3.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,168 | $2,400-51.3% | $3,492-66.5% | $2,032-42.5% |
| Participant deferral / active EE | $3,181 | $3,887-18.2% | $5,204-38.9% | $3,224-1.3% |
| Admin fee / account holder | $183 | $90+102.1% | $6,278-97.1% | $110+65.4% |