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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $3,092 |
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 | $19,020 | $52,450-63.7% | $129,384-85.3% | $74,459-74.5% |
| Participation rate | 92.5% | 53.8%+38.6pp | 69.6%+22.8pp | 67.2%+25.2pp |
| Annual return | 14.19% | 15.65%-1.5pp | 9461.77%-9447.6pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,595 | $1,532+4.1% | $4,153-61.6% | $2,626-39.3% |
| Participant deferral / active EE | $2,388 | $2,797-14.6% | $4,166-42.7% | $4,350-45.1% |
| Admin fee / account holder | $15 | $2,636-99.4% | $7,686-99.8% | $1,945-99.2% |