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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $105,783 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 70 23693 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $9,551 |
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.
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 | $24,015 | $62,541-61.6% | $129,406-81.4% | $200,096-88.0% |
| Participation rate | 48.5% | 56.8%-8.3pp | 69.6%-21.2pp | 72.0%-23.6pp |
| Annual return | 12.34% | 16.95%-4.6pp | 9468.18%-9455.8pp | 34.26%-21.9pp |
| Employer contribution / active EE | $957 | $2,392-60.0% | $4,155-77.0% | $3,038-68.5% |
| Participant deferral / active EE | $702 | $3,123-77.5% | $4,167-83.2% | $5,090-86.2% |
| Admin fee / account holder | $97 | $167-42.1% | $7,689-98.7% | $269-64.1% |