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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $31,285 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,235 |
Service code 25 · EIN 94-1737782 | Directed Trustee | $81 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,742 | $52,884+7.3% | $84,753-33.0% | $55,167+2.9% |
| Participation rate | 67.5% | 67.5%-0.1pp | 76.6%-9.1pp | 69.0%-1.5pp |
| Annual return | 6.39% | 18.03%-11.6pp | 22.78%-16.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,814 | $2,233-18.8% | $3,574-49.3% | $1,963-7.6% |
| Participant deferral / active EE | $5,014 | $2,644+89.6% | $3,712+35.1% | $3,054+64.2% |
| Admin fee / account holder | $130 | $581-77.6% | $5,333-97.6% | $504-74.2% |