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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 | $101,672+323.0% | $147,117+192.3% | $74,478+477.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 15.34% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $11,098 | $3,813+191.0% | $4,932+125.0% | $2,626+322.6% |
| Participant deferral / active EE | $10,908 | $7,305+49.3% | $8,065+35.3% | $4,350+150.7% |
| Admin fee / account holder | $212 | $1,753-87.9% | $12,993-98.4% | $1,946-89.1% |