Filed January 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT Service code 15 · EIN 42-1558009 440 LOUISIANA STREET, SUITE 2500 · HOUSTON, TX 77002 | Recordkeeping | $24,525 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8 |
Participant 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).
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 | $11,047 | $62,928-82.4% | $172,752-93.6% | $67,579-83.7% |
| Participation rate | 70.2% | 64.5%+5.7pp | 82.6%-12.5pp | 71.3%-1.1pp |
| Annual return | 20.23% | 30.36%-10.1pp | 802.97%-782.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $302 | $1,636-81.6% | $5,144-94.1% | $2,148-86.0% |
| Participant deferral / active EE | $480 | $2,145-77.6% | $5,198-90.8% | $3,539-86.4% |
| Admin fee / account holder | $59 | $167-64.7% | $13,955-99.6% | $142-58.7% |