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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,831 |
BOKF, NA1 year Filed as: BOK FINANCIAL SECURITIES INC Service code 49 · EIN 73-1275307 | Other Services | $5,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,049 | $52,722-16.4% | $90,440-51.3% | $73,412-40.0% |
| Participation rate | 27.2% | 67.7%-40.5pp | 72.7%-45.5pp | 72.2%-45.0pp |
| Annual return | 13.44% | 20.70%-7.3pp | 1294.38%-1280.9pp | 59.30%-45.9pp |
| Employer contribution / active EE | $501 | $1,872-73.2% | $3,263-84.6% | $2,234-77.6% |
| Participant deferral / active EE | $858 | $2,810-69.5% | $3,964-78.4% | $3,806-77.5% |
| Admin fee / account holder | $157 | $117+34.1% | $5,615-97.2% | $158-0.7% |