Filed March 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,116 | $58,888-74.3% | $178,499-91.5% | $73,493-79.4% |
| Participation rate | 50.8% | 66.2%-15.5pp | 81.9%-31.2pp | 70.7%-19.9pp |
| Annual return | 15.14% | 24.86%-9.7pp | 151.10%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $540 | $2,236-75.8% | $5,011-89.2% | $2,270-76.2% |
| Participant deferral / active EE | $1,001 | $2,568-61.0% | $5,202-80.8% | $3,740-73.2% |
| Admin fee / account holder | $36 | $400-91.1% | $13,986-99.7% | $513-93.0% |