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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $3,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,581 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,791 | $63,314-76.6% | $91,004-83.7% | $62,293-76.3% |
| Participation rate | 87.2% | 73.3%+13.9pp | 75.6%+11.6pp | 69.5%+17.7pp |
| Annual return | 16.92% | 21.00%-4.1pp | 4.60%+12.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $723 | $2,944-75.4% | $3,548-79.6% | $3,169-77.2% |
| Admin fee / account holder | $24 | $468-94.8% | $5,417-99.6% | $479-95.0% |