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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,648 | $44,764-82.9% | $68,808-88.9% | $64,819-88.2% |
| Participation rate | 23.9% | 64.8%-40.8pp | 69.0%-45.1pp | 71.5%-47.5pp |
| Annual return | 0.00% | -10.91%+10.9pp | -6.37%+6.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $423 | $1,775-76.2% | $2,656-84.1% | $2,507-83.1% |
| Participant deferral / active EE | $973 | $3,238-70.0% | $3,942-75.3% | $4,311-77.4% |
| Admin fee / account holder | $4 | $151-97.5% | $4,936-99.9% | $188-98.0% |