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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,508 |
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 | $30,266 | $23,385+29.4% | $69,182-56.3% | $57,658-47.5% |
| Participation rate | 20.5% | 37.9%-17.4pp | 55.1%-34.6pp | 70.2%-49.7pp |
| Annual return | 6.56% | -659.34%+665.9pp | -21.93%+28.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $439 | $843-47.9% | $1,897-76.9% | $3,061-85.7% |
| Admin fee / account holder | $4 | $82-94.6% | $2,697-99.8% | $95-95.3% |