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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $23,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,452 | $57,108+5.9% | $94,229-35.8% | $52,331+15.5% |
| Participation rate | 97.5% | 72.9%+24.6pp | 78.8%+18.7pp | 68.1%+29.4pp |
| Annual return | -2.33% | 1.47%-3.8pp | 10.68%-13.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,026 | $1,735-40.9% | $3,587-71.4% | $1,882-45.5% |
| Participant deferral / active EE | $5,842 | $3,040+92.2% | $4,320+35.2% | $3,022+93.3% |
| Admin fee / account holder | $147 | $546-73.2% | $6,269-97.7% | $592-75.2% |