Filed January 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 15 · EIN 73-0780382 | Recordkeeping | $29,016 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,145 | $295,684-92.8% | $154,803-86.3% | - |
| Participation rate | 94.8% | 53.1%+41.7pp | 78.1%+16.7pp | - |
| Annual return | 14.46% | 11.49%+3.0pp | 58.88%-44.4pp | - |
| Employer contribution / active EE | $711 | $1,145-37.9% | $4,305-83.5% | - |
| Participant deferral / active EE | $1,105 | $2,052-46.2% | $5,540-80.1% | - |
| Admin fee / account holder | $106 | $60,072-99.8% | $14,329-99.3% | - |