Filed July 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8 years Service code 19 · EIN 73-0780382 | Securities Custodian | $6,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,188 | $88,203-26.1% | $165,100-60.5% | $74,478-12.5% |
| Participation rate | 45.4% | 73.1%-27.7pp | 78.6%-33.2pp | 67.2%-21.8pp |
| Annual return | 12.01% | 17.13%-5.1pp | 70.21%-58.2pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $975 | $2,601-62.5% | $4,348-77.6% | $2,626-62.9% |
| Participant deferral / active EE | $2,516 | $4,505-44.1% | $6,035-58.3% | $4,350-42.2% |
| Admin fee / account holder | $58 | $2,235-97.4% | $12,696-99.5% | $1,946-97.0% |