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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOKF, NA Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $21,765 |
8 funds of $250K or more; 15 lines in all, holding $9.5M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $4.7M | 49.5% |
| Invest Govt & Agency Manager not matched · Mutual fund | $2.6M | 27.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $458K | 4.8% |
| Vanguard Tar Retirement Income Vanguard · Mutual fund | $457K | 4.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $220K | 2.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $198K | 2.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $170K | 1.8% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Index | $167K | 1.8% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $136K | 1.4% |
| Met West Total Retirement Bond Manager not matched · Mutual fund | $134K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.