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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $77,454 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,435 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,251 | $53,165-46.9% | $86,235-67.2% | $74,473-62.1% |
| Participation rate | 82.3% | 64.9%+17.5pp | 69.0%+13.4pp | 70.7%+11.6pp |
| Annual return | 15.93% | 22.64%-6.7pp | 1170.03%-1154.1pp | 34.36%-18.4pp |
| Employer contribution / active EE | $3,129 | $1,210+158.6% | $2,381+31.4% | $2,638+18.6% |
| Participant deferral / active EE | $1,360 | $3,234-58.0% | $3,987-65.9% | $4,530-70.0% |
| Admin fee / account holder | $93 | $551-83.1% | $6,856-98.6% | $347-73.2% |