Filed June 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $22,818 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,394 | $44,221-58.4% | $121,208-84.8% | $56,287-67.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.8%+28.2pp | 69.9%+30.1pp |
| Annual return | 8.15% | -3.58%+11.7pp | 16.93%-8.8pp | -9.96%+18.1pp |
| Employer contribution / active EE | $638 | $1,480-56.9% | $4,023-84.1% | $2,111-69.8% |
| Participant deferral / active EE | $1,885 | $2,521-25.2% | $3,345-43.7% | $3,350-43.7% |
| Admin fee / account holder | $120 | $480-74.9% | $5,020-97.6% | $521-76.9% |