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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 · EIN 73-0780382 | Securities Custodian | $2,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,395 | $295,344-98.9% | $169,452-98.0% | - |
| Participation rate | 100.0% | 68.3%+31.7pp | 77.8%+22.2pp | - |
| Annual return | 8.94% | -3.68%+12.6pp | 1.83%+7.1pp | - |
| Employer contribution / active EE | $101 | $1,621-93.8% | $4,157-97.6% | - |
| Participant deferral / active EE | $0 | $3,919-100.0% | $5,277-100.0% | - |
| Admin fee / account holder | $18 | $18,915-99.9% | $9,110-99.8% | - |