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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $9,212 |
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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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,922 | $48,064-48.1% | $78,778-68.4% | $69,631-64.2% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.2%+12.6pp | 70.7%+11.1pp |
| Annual return | 17.31% | 21.81%-4.5pp | 35.62%-18.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $867 | $744+16.6% | $1,986-56.4% | $2,032-57.3% |
| Participant deferral / active EE | $2,297 | $2,079+10.5% | $2,958-22.3% | $3,224-28.7% |
| Admin fee / account holder | $18 | $152-88.0% | $5,134-99.6% | $110-83.5% |