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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Filed as: BOK FINANCIAL ASSET MGMT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $1,978 |
CHARLES SCHWAB & CO., INC.5+ 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 | $28,298 | $25,302+11.8% | $74,722-62.1% | $67,579-58.1% |
| Participation rate | 12.9% | 37.8%-24.9pp | 54.5%-41.5pp | 71.3%-58.3pp |
| Annual return | 23.07% | 10291.17%-10268.1pp | 753.11%-730.0pp | 378.56%-355.5pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $379 | $954-60.3% | $1,963-80.7% | $3,539-89.3% |
| Admin fee / account holder | $23 | $108-78.9% | $3,335-99.3% | $142-84.0% |