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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $3,013 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,247 | $100,801-74.0% | $149,730-82.5% | $73,412-64.2% |
| Participation rate | 19.9% | 77.7%-57.8pp | 82.5%-62.6pp | 72.2%-52.3pp |
| Annual return | 18.10% | 265.34%-247.2pp | 276.70%-258.6pp | 59.30%-41.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $922 | $6,404-85.6% | $6,843-86.5% | $3,806-75.8% |
| Admin fee / account holder | $37 | $181-79.4% | $9,310-99.6% | $158-76.4% |