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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $31,356 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,635 | $83,023-72.7% | $102,437-77.9% | $77,762-70.9% |
| Participation rate | 41.0% | 71.5%-30.6pp | 74.5%-33.5pp | 70.6%-29.6pp |
| Annual return | 14.09% | 19.12%-5.0pp | 24.95%-10.9pp | 31.27%-17.2pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $849 | $4,110-79.3% | $5,060-83.2% | $4,651-81.7% |
| Admin fee / account holder | $247 | $639-61.4% | $8,388-97.1% | $433-43.0% |