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, NA2 years Filed as: BOK FINANCIAL ASSET MGMT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,397 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,846 | $28,416-9.0% | $73,550-64.9% | $69,631-62.9% |
| Participation rate | 15.7% | 38.3%-22.6pp | 54.9%-39.2pp | 70.7%-54.9pp |
| Annual return | 15.94% | -694.13%+710.1pp | -15.16%+31.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $447 | $897-50.1% | $1,804-75.2% | $3,224-86.1% |
| Admin fee / account holder | $32 | $104-69.4% | $2,320-98.6% | $110-71.1% |