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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $55,813 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,160 | $73,638+71.3% | $95,964+31.5% | $73,497+71.7% |
| Participation rate | 88.7% | 76.2%+12.5pp | 77.1%+11.6pp | 70.7%+18.0pp |
| Annual return | 10.08% | 16.78%-6.7pp | 91.64%-81.6pp | 28.51%-18.4pp |
| Employer contribution / active EE | $422 | $1,863-77.3% | $2,541-83.4% | $2,270-81.4% |
| Participant deferral / active EE | $3,681 | $3,617+1.8% | $4,167-11.7% | $3,740-1.6% |
| Admin fee / account holder | $374 | $482-22.5% | $6,797-94.5% | $513-27.2% |