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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,148 | $88,122-77.1% | $141,177-85.7% | $67,579-70.2% |
| Participation rate | 18.7% | 76.5%-57.7pp | 82.5%-63.7pp | 71.3%-52.5pp |
| Annual return | 72.54% | 75.40%-2.9pp | 71.40%+1.1pp | 378.56%-306.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $671 | $5,958-88.7% | $6,710-90.0% | $3,539-81.0% |
| Admin fee / account holder | $37 | $131-71.7% | $10,263-99.6% | $142-74.0% |