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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $38,163 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,869 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,370 | $62,715+21.8% | $104,301-26.8% | $66,938+14.1% |
| Participation rate | 50.0% | 59.6%-9.6pp | 73.3%-23.3pp | 69.8%-19.8pp |
| Annual return | -9.25% | -14.70%+5.5pp | 24.61%-33.9pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,897 | $1,976-4.0% | $3,373-43.8% | $2,545-25.5% |
| Participant deferral / active EE | $2,959 | $2,852+3.8% | $4,626-36.0% | $4,238-30.2% |
| Admin fee / account holder | $455 | $657-30.7% | $7,340-93.8% | $594-23.3% |