Filed January 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $110,314 |
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 | $79,758 | $47,456+68.1% | $172,757-53.8% | $77,775+2.6% |
| Participation rate | 99.0% | 66.3%+32.7pp | 82.6%+16.3pp | 73.2%+25.8pp |
| Annual return | 19.87% | 35.57%-15.7pp | 803.06%-783.2pp | 32.58%-12.7pp |
| Employer contribution / active EE | $3,685 | $1,574+134.1% | $5,144-28.4% | $2,504+47.2% |
| Participant deferral / active EE | $4,969 | $2,560+94.1% | $5,198-4.4% | $3,966+25.3% |
| Admin fee / account holder | $37 | $81-54.7% | $13,956-99.7% | $100-63.4% |