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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $30,027 |
HOGANTAYLOR LLP1+ years Filed as: HOGAN TAYLOR, LLP Service code 10 2222 SOUTH UTICA PL, SUITE 200 · TULSA, OK 74114 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,902 | $41,854-35.7% | $73,836-63.6% | $52,331-48.6% |
| Participation rate | 78.3% | 66.2%+12.0pp | 73.4%+4.8pp | 68.1%+10.2pp |
| Annual return | -0.68% | 2.11%-2.8pp | 2268.06%-2268.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,379 | $1,920-28.2% | $2,787-50.5% | $1,882-26.7% |
| Participant deferral / active EE | $2,703 | $2,498+8.2% | $3,583-24.6% | $3,022-10.6% |
| Admin fee / account holder | $355 | $493-27.9% | $4,882-92.7% | $592-39.9% |