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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $114,009 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $28,000 |
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 | $42,384 | $53,165-20.3% | $86,235-50.9% | $74,473-43.1% |
| Participation rate | 96.1% | 64.9%+31.2pp | 69.0%+27.1pp | 70.7%+25.3pp |
| Annual return | 19.22% | 22.64%-3.4pp | 1170.03%-1150.8pp | 34.36%-15.1pp |
| Employer contribution / active EE | $1,441 | $1,210+19.1% | $2,381-39.5% | $2,638-45.4% |
| Participant deferral / active EE | $5,195 | $3,234+60.6% | $3,987+30.3% | $4,530+14.7% |
| Admin fee / account holder | $155 | $551-71.9% | $6,856-97.7% | $347-55.4% |