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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $184,898 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $84,984 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,390 | $107,415-48.4% | $135,974-59.3% | $80,157-30.9% |
| Participation rate | 93.5% | 78.0%+15.5pp | 81.9%+11.6pp | 72.9%+20.6pp |
| Annual return | 18.25% | 91.99%-73.7pp | 68.30%-50.1pp | 40.39%-22.1pp |
| Employer contribution / active EE | $421 | $3,878-89.1% | $4,859-91.3% | $2,977-85.9% |
| Participant deferral / active EE | $5,524 | $8,189-32.5% | $7,760-28.8% | $5,015+10.1% |
| Admin fee / account holder | $130 | $127+2.3% | $10,767-98.8% | $145-10.4% |