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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $42,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,710 | $89,093-1.6% | $102,434-14.4% | $77,736+12.8% |
| Participation rate | 48.7% | 80.9%-32.2pp | 76.5%-27.8pp | 70.6%-21.9pp |
| Annual return | 10.59% | 25.03%-14.4pp | 29.46%-18.9pp | 31.26%-20.7pp |
| Employer contribution / active EE | $1,432 | $2,699-46.9% | $3,023-52.6% | $2,728-47.5% |
| Participant deferral / active EE | $4,354 | $5,147-15.4% | $5,055-13.9% | $4,651-6.4% |
| Admin fee / account holder | $816 | $236+246.2% | $9,462-91.4% | $433+88.4% |