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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 | $81,358-55.6% | $155,556-76.8% | $80,959-55.3% |
| Participation rate | 48.4% | 66.3%-17.9pp | 78.2%-29.9pp | 67.7%-19.3pp |
| Annual return | 12.94% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $520 | $3,106-83.3% | $4,675-88.9% | $2,757-81.1% |
| Participant deferral / active EE | $1,358 | $3,455-60.7% | $5,631-75.9% | $4,300-68.4% |
| Admin fee / account holder | $63 | $7,994-99.2% | $15,885-99.6% | $6,925-99.1% |