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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $65,835 |
ERISA SERVICES, INC.5 years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 70 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Consulting Fees | $15,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,665 | $53,932-4.2% | $134,162-61.5% | $90,274-42.8% |
| Participation rate | 0.0% | 60.4%-60.4pp | 72.2%-72.2pp | 73.4%-73.4pp |
| Annual return | 13.36% | 23.16%-9.8pp | 36.35%-23.0pp | 53.97%-40.6pp |
| Employer contribution / active EE | $711 | $1,611-55.9% | $3,705-80.8% | $2,523-71.8% |
| Participant deferral / active EE | $546 | $2,432-77.5% | $3,500-84.4% | $4,231-87.1% |
| Admin fee / account holder | $169 | $104+63.0% | $6,685-97.5% | $114+48.0% |