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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Filed as: BOK FINANCIAL ASSET MGMT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,412 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $50 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,135 | $26,906+491.4% | $61,452+159.0% | $77,906+104.3% |
| Participation rate | 0.0% | 33.4%-33.4pp | 52.6%-52.6pp | 73.7%-73.7pp |
| Annual return | -15.44% | -14.46%-1.0pp | 338.96%-354.4pp | 12.16%-27.6pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,160-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $145 | $1,180-87.7% | $2,125-93.2% | $4,805-97.0% |
| Admin fee / account holder | $126 | $117+7.5% | $2,131-94.1% | $133-5.1% |