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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $1,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,119 | $31,679-33.3% | $74,719-71.7% | $65,185-67.6% |
| Participation rate | 32.9% | 40.4%-7.5pp | 54.5%-21.6pp | 70.2%-37.3pp |
| Annual return | 18.44% | 39.04%-20.6pp | 753.05%-734.6pp | 29.38%-10.9pp |
| Employer contribution / active EE | $239 | $566-57.7% | $1,084-77.9% | $2,177-89.0% |
| Participant deferral / active EE | $570 | $1,191-52.1% | $1,963-71.0% | $3,514-83.8% |
| Admin fee / account holder | $20 | $379-94.6% | $3,334-99.4% | $847-97.6% |