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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,720 |
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.
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 | $36,159 | $81,233-55.5% | $155,567-76.8% | $80,874-55.3% |
| Participation rate | 48.4% | 66.2%-17.9pp | 78.2%-29.8pp | 67.6%-19.3pp |
| Annual return | 12.94% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $520 | $3,101-83.2% | $4,674-88.9% | $2,756-81.1% |
| Participant deferral / active EE | $1,358 | $3,452-60.7% | $5,628-75.9% | $4,297-68.4% |
| Admin fee / account holder | $63 | $7,998-99.2% | $15,916-99.6% | $6,935-99.1% |