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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $23,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,111 | $53,777-25.4% | $134,155-70.1% | $79,858-49.8% |
| Participation rate | 58.7% | 58.8%-0.1pp | 72.2%-13.5pp | 69.6%-10.9pp |
| Annual return | 13.94% | 19.01%-5.1pp | 36.34%-22.4pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,108 | $2,420-12.9% | $3,500-39.8% | $3,740-43.6% |
| Admin fee / account holder | $303 | $3,984-92.4% | $6,685-95.5% | $5,306-94.3% |