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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 75-2009441 | Recordkeeping | $70,910 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,728 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,654 | $64,286-49.2% | $106,387-69.3% | $55,725-41.4% |
| Participation rate | 93.2% | 75.2%+18.0pp | 77.5%+15.8pp | 70.9%+22.4pp |
| Annual return | -3.75% | 0.84%-4.6pp | 0.25%-4.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,247 | $2,367-47.3% | $3,520-64.6% | $2,078-40.0% |
| Participant deferral / active EE | $3,401 | $4,158-18.2% | $5,421-37.3% | $3,356+1.4% |
| Admin fee / account holder | $170 | $102+65.8% | $7,510-97.7% | $115+47.2% |