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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $52,103 |
BOKF, NA4+ years Filed as: BOKF, N.A Service code 19 · EIN 73-0780382 | Securities Custodian | $12,470 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $360,335-100.0% | $1,035,159-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | - |
| Annual return | -6.06% | 25.06%-31.1pp | -61.72%+55.7pp | - |
| Employer contribution / active EE | $24,112 | $22,783+5.8% | $47,703-49.5% | - |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $5,792-100.0% | - |