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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Filed as: BOK FINANCIAL ASSET MGMT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,819 |
CHARLES SCHWAB & CO., INC.6+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,699 | $29,369+1.1% | $77,513-61.7% | $73,412-59.5% |
| Participation rate | 8.4% | 37.9%-29.5pp | 54.2%-45.8pp | 72.2%-63.8pp |
| Annual return | 15.42% | 358.15%-342.7pp | 54.81%-39.4pp | 59.30%-43.9pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $258 | $941-72.6% | $1,861-86.2% | $3,806-93.2% |
| Admin fee / account holder | $28 | $123-76.8% | $2,859-99.0% | $158-82.0% |