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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $5,975 |
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 | $31,662 | $35,986-12.0% | $77,513-59.2% | $73,493-56.9% |
| Participation rate | 25.9% | 40.8%-15.0pp | 54.2%-28.3pp | 70.7%-44.8pp |
| Annual return | 17.73% | 19.26%-1.5pp | 54.81%-37.1pp | 28.51%-10.8pp |
| Employer contribution / active EE | $255 | $557-54.3% | $987-74.2% | $2,270-88.8% |
| Participant deferral / active EE | $597 | $1,198-50.2% | $1,861-67.9% | $3,740-84.0% |
| Admin fee / account holder | $139 | $466-70.2% | $2,859-95.1% | $513-72.9% |