Filed December 31, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 14 · EIN 75-2009441 | Plan Administrator | $19,892 |
Service code 27 · EIN 82-1589061 | Advisory (Plan) | $4,588 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $3,280 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $2,162 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,552 | $54,121+0.8% | $134,162-59.3% | $73,412-25.7% |
| Participation rate | 7.2% | 64.4%-57.2pp | 72.2%-65.0pp | 72.2%-65.0pp |
| Annual return | 14.88% | -312.52%+327.4pp | 36.35%-21.5pp | 59.30%-44.4pp |
| Employer contribution / active EE | $55 | $1,402-96.1% | $3,705-98.5% | $2,234-97.5% |
| Participant deferral / active EE | $458 | $2,844-83.9% | $3,500-86.9% | $3,806-88.0% |
| Admin fee / account holder | $227 | $132+71.8% | $6,685-96.6% | $158+44.0% |