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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,438 | $28,416+3.6% | $73,550-60.0% | $69,631-57.7% |
| Participation rate | 26.7% | 38.3%-11.7pp | 54.9%-28.2pp | 70.7%-44.0pp |
| Annual return | 19.75% | -694.13%+713.9pp | -15.16%+34.9pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $594 | $897-33.8% | $1,804-67.1% | $3,224-81.6% |
| Admin fee / account holder | $3 | $104-97.1% | $2,320-99.9% | $110-97.2% |