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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $25,047 |
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 | $37,728 | $43,133-12.5% | $89,435-57.8% | $73,497-48.7% |
| Participation rate | 83.3% | 55.0%+28.3pp | 68.0%+15.3pp | 70.7%+12.6pp |
| Annual return | 12.66% | 135.66%-123.0pp | 245.55%-232.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,066 | $1,438-25.9% | $2,587-58.8% | $2,270-53.0% |
| Participant deferral / active EE | $2,336 | $2,445-4.4% | $3,890-39.9% | $3,740-37.5% |
| Admin fee / account holder | $166 | $444-62.6% | $4,884-96.6% | $513-67.6% |