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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $64,951 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,024 | $101,499+323.7% | $147,005+192.5% | $74,546+476.9% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 15.34% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $11,098 | $3,811+191.2% | $4,934+124.9% | $2,624+322.9% |
| Participant deferral / active EE | $10,908 | $7,304+49.3% | $8,070+35.2% | $4,347+150.9% |
| Admin fee / account holder | $212 | $1,748-87.9% | $13,006-98.4% | $1,944-89.1% |