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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $33,692 |
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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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 | $18,015 | $46,173-61.0% | $170,435-89.4% | $69,631-74.1% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 18.84% | 21.62%-2.8pp | 205.94%-187.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $546 | $1,610-66.1% | $5,432-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $1,851 | $2,080-11.0% | $4,939-62.5% | $3,224-42.6% |
| Admin fee / account holder | $37 | $116-68.3% | $13,881-99.7% | $110-66.8% |