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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $27,661 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,097 | $101,763+31.8% | $164,866-18.7% | $80,874+65.8% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.6%+1.6pp |
| Annual return | 8.26% | 16.73%-8.5pp | 69.97%-61.7pp | 35.62%-27.4pp |
| Employer contribution / active EE | $2,284 | $2,954-22.7% | $4,343-47.4% | $2,756-17.1% |
| Participant deferral / active EE | $5,368 | $4,477+19.9% | $6,033-11.0% | $4,297+24.9% |
| Admin fee / account holder | $439 | $8,228-94.7% | $12,689-96.5% | $6,935-93.7% |