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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $68,617 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,883 | $62,686-69.9% | $178,505-89.4% | $77,762-75.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 11.62% | 16.16%-4.5pp | 27.16%-15.5pp | 31.27%-19.6pp |
| Employer contribution / active EE | $737 | $1,914-61.5% | $3,955-81.4% | $2,728-73.0% |
| Participant deferral / active EE | $1,700 | $4,224-59.7% | $6,280-72.9% | $4,651-63.4% |
| Admin fee / account holder | $78 | $386-79.7% | $10,428-99.2% | $433-81.9% |