Filed November 20, 2019
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $11,198 |
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.
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 | $15,595 | $71,505-78.2% | $123,553-87.4% | $73,367-78.7% |
| Participation rate | 0.1% | 64.9%-64.9pp | 82.3%-82.2pp | 69.5%-69.4pp |
| Annual return | -4.40% | 6.94%-11.3pp | 119.21%-123.6pp | 173.45%-177.8pp |
| Employer contribution / active EE | $0 | $2,011-100.0% | $4,628-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2 | $4,928-100.0% | $6,426-100.0% | $4,033-99.9% |
| Admin fee / account holder | $153 | $66+132.1% | $9,284-98.4% | $68+123.8% |