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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,864 | $22,714+27.1% | $59,496-51.5% | $55,191-47.7% |
| Participation rate | 20.2% | 37.5%-17.3pp | 54.6%-34.4pp | 69.2%-49.0pp |
| Annual return | 1.21% | -44.01%+45.2pp | 182.05%-180.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $445 | $843-47.2% | $1,829-75.7% | $3,046-85.4% |
| Admin fee / account holder | $5 | $83-93.9% | $2,232-99.8% | $91-94.4% |