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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 | $60,393+10.4% | $81,820-18.5% | $74,429-10.4% |
| Participation rate | 98.0% | 62.9%+35.1pp | 72.4%+25.7pp | 67.2%+30.8pp |
| Annual return | 15.25% | 16.89%-1.6pp | 777.93%-762.7pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,996 | $2,626-24.0% | $2,915-31.5% | $2,625-24.0% |
| Participant deferral / active EE | $3,518 | $3,397+3.6% | $4,323-18.6% | $4,348-19.1% |
| Admin fee / account holder | $82 | $1,491-94.5% | $7,391-98.9% | $1,944-95.8% |