Filed March 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Filed as: BOKF,NA Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,618 | $52,961-76.2% | $172,755-92.7% | $65,185-80.6% |
| Participation rate | 51.2% | 66.2%-15.0pp | 82.6%-31.4pp | 70.2%-19.0pp |
| Annual return | 22.78% | 30.12%-7.3pp | 802.94%-780.2pp | 29.38%-6.6pp |
| Employer contribution / active EE | $468 | $2,190-78.6% | $5,144-90.9% | $2,177-78.5% |
| Participant deferral / active EE | $910 | $2,471-63.2% | $5,198-82.5% | $3,514-74.1% |
| Admin fee / account holder | $59 | $472-87.6% | $13,955-99.6% | $847-93.1% |