Filed June 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $17,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,013 | $63,156-66.7% | $122,354-82.8% | $62,293-66.3% |
| Participation rate | 96.1% | 60.0%+36.1pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 26.61% | 20.61%+6.0pp | 30.28%-3.7pp | 28.90%-2.3pp |
| Employer contribution / active EE | $646 | $1,385-53.3% | $4,051-84.1% | $2,042-68.4% |
| Participant deferral / active EE | $1,910 | $2,321-17.7% | $3,287-41.9% | $3,169-39.7% |
| Admin fee / account holder | $130 | $440-70.5% | $5,479-97.6% | $479-72.9% |