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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $10,593 |
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 | $23,730 | $57,658-58.8% | $46,225-48.7% | $57,658-58.8% |
| Participation rate | 51.1% | 70.2%-19.1pp | 79.5%-28.4pp | 70.2%-19.1pp |
| Annual return | 7.62% | 5.13%+2.5pp | 7.57%+0.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $900 | $1,974-54.4% | $3,424-73.7% | $1,974-54.4% |
| Participant deferral / active EE | $1,538 | $3,061-49.7% | $3,776-59.3% | $3,061-49.7% |
| Admin fee / account holder | $35 | $95-63.4% | $3,519-99.0% | $95-63.4% |