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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $27,921 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,003 | $54,045+18.4% | $115,170-44.4% | $65,185-1.8% |
| Participation rate | 67.9% | 63.5%+4.3pp | 75.9%-8.1pp | 70.2%-2.3pp |
| Annual return | 11.96% | 26.55%-14.6pp | 35.60%-23.6pp | 29.38%-17.4pp |
| Employer contribution / active EE | $2,662 | $1,653+61.1% | $3,179-16.3% | $2,177+22.3% |
| Participant deferral / active EE | $4,472 | $2,504+78.6% | $4,169+7.3% | $3,514+27.3% |
| Admin fee / account holder | $336 | $626-46.3% | $7,089-95.3% | $847-60.3% |