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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $32,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,046 | $66,124-48.5% | $90,461-62.4% | $73,497-53.7% |
| Participation rate | 74.1% | 69.7%+4.4pp | 72.7%+1.4pp | 70.7%+3.4pp |
| Annual return | 17.46% | 17.65%-0.2pp | 1294.76%-1277.3pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,660 | $2,346-29.3% | $3,264-49.2% | $2,270-26.9% |
| Participant deferral / active EE | $2,849 | $3,039-6.3% | $3,964-28.1% | $3,740-23.8% |
| Admin fee / account holder | $224 | $396-43.4% | $5,617-96.0% | $513-56.3% |