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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $35,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,216 | $79,694-57.1% | $96,192-64.4% | $79,389-56.9% |
| Participation rate | 97.0% | 54.0%+43.0pp | 68.4%+28.5pp | 70.7%+26.2pp |
| Annual return | 8.40% | 40.84%-32.4pp | 192.09%-183.7pp | 116.89%-108.5pp |
| Employer contribution / active EE | $1,153 | $1,443-20.1% | $2,799-58.8% | $2,428-52.5% |
| Participant deferral / active EE | $2,861 | $2,539+12.7% | $4,351-34.2% | $4,046-29.3% |
| Admin fee / account holder | $119 | $630-81.1% | $5,539-97.9% | $626-81.0% |