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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $23,865 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,193 | $46,722+9.6% | $130,660-60.8% | $65,186-21.5% |
| Participation rate | 32.8% | 60.9%-28.1pp | 71.7%-39.0pp | 70.2%-37.4pp |
| Annual return | 22.50% | 24.17%-1.7pp | 1709.29%-1686.8pp | 29.39%-6.9pp |
| Employer contribution / active EE | $662 | $1,488-55.5% | $4,092-83.8% | $2,177-69.6% |
| Participant deferral / active EE | $1,080 | $2,545-57.6% | $3,603-70.0% | $3,514-69.3% |
| Admin fee / account holder | $335 | $453-26.1% | $5,463-93.9% | $847-60.5% |