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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $25,252 |
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 | $66,663 | $60,261+10.6% | $81,783-18.5% | $74,546-10.6% |
| Participation rate | 98.0% | 62.9%+35.2pp | 72.4%+25.7pp | 67.2%+30.8pp |
| Annual return | 15.25% | 16.88%-1.6pp | 775.05%-759.8pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,996 | $2,622-23.9% | $2,913-31.5% | $2,624-24.0% |
| Participant deferral / active EE | $3,518 | $3,388+3.9% | $4,320-18.6% | $4,347-19.1% |
| Admin fee / account holder | $82 | $1,482-94.5% | $7,380-98.9% | $1,944-95.8% |