Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL PRIVATE WEALTH I Service code 26 · EIN 84-1333402 | Advisory (Participants) | $69,573 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,891 |
Service code 26 · EIN 75-0163033 | Advisory (Participants) | $19,565 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,328 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,570 | $95,438+354.3% | $135,998+218.8% | $74,478+482.1% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 21.05% | 32.61%-11.6pp | 68.37%-47.3pp | 34.37%-13.3pp |
| Employer contribution / active EE | $8,949 | $3,878+130.8% | $4,860+84.2% | $2,637+239.4% |
| Participant deferral / active EE | $17,506 | $7,790+124.7% | $7,761+125.6% | $4,530+286.4% |
| Admin fee / account holder | $249 | $259-3.7% | $10,769-97.7% | $347-28.2% |