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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $2,134 |
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 | $42,336 | $44,221-4.3% | $121,220-65.1% | $56,287-24.8% |
| Participation rate | 51.8% | 61.1%-9.3pp | 71.8%-20.0pp | 69.9%-18.1pp |
| Annual return | 0.00% | -3.58%+3.6pp | 16.94%-16.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $618 | $2,521-75.5% | $3,345-81.5% | $3,350-81.5% |
| Admin fee / account holder | $36 | $480-92.5% | $5,021-99.3% | $521-93.1% |