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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 75-2009441 | Recordkeeping | $108,605 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,923 |
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 | $42,612 | $75,419-43.5% | $392,568-89.1% | $67,579-36.9% |
| Participation rate | 91.1% | 74.8%+16.3pp | 78.1%+13.1pp | 71.3%+19.8pp |
| Annual return | 21.42% | 36.70%-15.3pp | 24.42%-3.0pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,368 | $2,636-48.1% | $3,783-63.8% | $2,148-36.3% |
| Participant deferral / active EE | $3,742 | $4,347-13.9% | $5,985-37.5% | $3,539+5.7% |
| Admin fee / account holder | $264 | $114+132.4% | $6,260-95.8% | $142+85.9% |