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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 | $60,454+10.3% | $81,844-18.5% | $74,459-10.5% |
| Participation rate | 98.0% | 63.0%+35.1pp | 72.4%+25.7pp | 67.2%+30.8pp |
| Annual return | 15.25% | 16.87%-1.6pp | 778.87%-763.6pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,996 | $2,630-24.1% | $2,916-31.6% | $2,626-24.0% |
| Participant deferral / active EE | $3,518 | $3,398+3.5% | $4,323-18.6% | $4,350-19.1% |
| Admin fee / account holder | $82 | $1,490-94.5% | $7,355-98.9% | $1,945-95.8% |