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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MGMT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,472 |
CHARLES SCHWAB & CO., INC.4+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,914 | $23,224+1096.6% | $71,086+291.0% | $55,725+398.7% |
| Participation rate | 0.0% | 37.9%-37.9pp | 54.7%-54.7pp | 70.9%-70.9pp |
| Annual return | -2.75% | -2.87%+0.1pp | 650.59%-653.3pp | 244.93%-247.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $333 | $929-64.2% | $1,874-82.2% | $3,356-90.1% |
| Admin fee / account holder | $353 | $118+199.4% | $3,082-88.5% | $115+206.6% |