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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $24,607 |
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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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,855 | $46,966-74.8% | $185,117-93.6% | $69,631-83.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 17.10% | 22.36%-5.3pp | 40.50%-23.4pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $565 | $1,360-58.5% | $4,182-86.5% | $2,032-72.2% |
| Participant deferral / active EE | $1,324 | $3,017-56.1% | $5,045-73.7% | $3,224-58.9% |
| Admin fee / account holder | $30 | $94-68.1% | $8,159-99.6% | $110-72.9% |