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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $6,390 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,910 | $60,396-72.0% | $111,392-84.8% | $56,289-70.0% |
| Participation rate | 49.7% | 72.4%-22.7pp | 78.9%-29.1pp | 69.9%-20.1pp |
| Annual return | 349.07% | 20.26%+328.8pp | -2.06%+351.1pp | -9.96%+359.0pp |
| Employer contribution / active EE | $702 | $3,459-79.7% | $4,328-83.8% | $2,111-66.8% |
| Participant deferral / active EE | $3,676 | $4,421-16.9% | $5,567-34.0% | $3,350+9.7% |
| Admin fee / account holder | $60 | $610-90.1% | $12,266-99.5% | $521-88.4% |