Filed May 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $7,028 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,182 | $111,608-32.6% | $177,821-57.7% | $73,409+2.4% |
| Participation rate | 96.9% | 87.9%+9.0pp | 87.7%+9.2pp | 72.2%+24.7pp |
| Annual return | 16.90% | 18.23%-1.3pp | 48.32%-31.4pp | 59.29%-42.4pp |
| Employer contribution / active EE | $5,616 | $3,796+48.0% | $5,918-5.1% | $2,234+151.4% |
| Participant deferral / active EE | $2,999 | $6,199-51.6% | $7,714-61.1% | $3,805-21.2% |
| Admin fee / account holder | $8 | $166-95.4% | $12,427-99.9% | $158-95.2% |