Filed January 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MGMT, INC Service code 15 · EIN 82-3967259 1401 MCKINNEY, SUITE 1000 · HOUSTON, TX 77010 | Recordkeeping | $25,827 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,551 | $47,135-64.9% | $149,717-88.9% | $74,440-77.8% |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.8%-78.8pp | 70.7%-70.7pp |
| Annual return | 16.60% | 22.75%-6.2pp | 134.41%-117.8pp | 34.37%-17.8pp |
| Employer contribution / active EE | $560 | $1,906-70.6% | $4,820-88.4% | $2,638-78.8% |
| Participant deferral / active EE | $926 | $2,728-66.1% | $5,682-83.7% | $4,529-79.6% |
| Admin fee / account holder | $91 | $343-73.4% | $13,213-99.3% | $348-73.8% |