Filed August 5, 2006
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 MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $58,126 |
Filed as: BELPOINTE ASSET MANAGEMENT, LLC Service code 33 · EIN 56-2641678 | Securities brokerage | $6,597 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,550 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $25 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,461 | $88,186-42.8% | $165,071-69.4% | $74,459-32.2% |
| Participation rate | 85.7% | 73.1%+12.6pp | 78.6%+7.1pp | 67.2%+18.5pp |
| Annual return | 13.49% | 17.13%-3.6pp | 70.17%-56.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,058 | $2,600-59.3% | $4,347-75.7% | $2,626-59.7% |
| Participant deferral / active EE | $3,832 | $4,505-14.9% | $6,035-36.5% | $4,350-11.9% |
| Admin fee / account holder | $269 | $2,234-88.0% | $12,695-97.9% | $1,945-86.2% |