Filed November 20, 2019
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $11,590 |
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.
Annual investment return 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.
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 | $19,569 | $80,506-75.7% | $136,298-85.6% | $80,976-75.8% |
| Participation rate | 0.1% | 61.9%-61.8pp | 81.9%-81.9pp | 68.3%-68.2pp |
| Annual return | 14.23% | 27.70%-13.5pp | 5156.27%-5142.0pp | 22.91%-8.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $4,696-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3 | $4,601-99.9% | $6,247-99.9% | $3,848-99.9% |
| Admin fee / account holder | $159 | $72+121.7% | $9,244-98.3% | $67+136.2% |