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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOKF Service code 27 · EIN 73-0780382 | Advisory (Plan) | $38,901 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,744 | $50,666-15.6% | $76,657-44.2% | $65,185-34.4% |
| Participation rate | 57.8% | 68.8%-11.1pp | 72.1%-14.3pp | 70.2%-12.4pp |
| Annual return | 19.08% | 28.51%-9.4pp | 1166.74%-1147.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,696 | $1,575+7.7% | $2,303-26.4% | $2,177-22.1% |
| Participant deferral / active EE | $3,048 | $2,647+15.2% | $3,335-8.6% | $3,514-13.3% |
| Admin fee / account holder | $435 | $463-6.1% | $6,423-93.2% | $847-48.7% |