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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $7,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,002 | $76,696-23.1% | $96,515-38.9% | $71,511-17.5% |
| Participation rate | 29.0% | 66.6%-37.6pp | 74.3%-45.4pp | 67.9%-39.0pp |
| Annual return | 17.57% | 48.32%-30.7pp | 35.73%-18.2pp | 28.86%-11.3pp |
| Employer contribution / active EE | $1,021 | $3,032-66.3% | $3,740-72.7% | $2,589-60.6% |
| Participant deferral / active EE | $1,821 | $3,770-51.7% | $4,880-62.7% | $4,291-57.6% |
| Admin fee / account holder | $70 | $2,030-96.6% | $6,735-99.0% | $1,588-95.6% |