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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $6,219 |
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 | $82,634 | $71,666+15.3% | $117,861-29.9% | $69,631+18.7% |
| Participation rate | 85.9% | 77.5%+8.4pp | 79.7%+6.3pp | 70.7%+15.3pp |
| Annual return | 16.66% | 18.86%-2.2pp | 335.11%-318.4pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $634 | $1,889-66.4% | $3,786-83.2% | $2,032-68.8% |
| Participant deferral / active EE | $2,789 | $3,340-16.5% | $4,482-37.8% | $3,224-13.5% |
| Admin fee / account holder | $14 | $120-88.1% | $8,021-99.8% | $110-87.1% |