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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 | $101,591+323.3% | $147,096+192.3% | $74,429+477.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 15.34% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $11,098 | $3,813+191.1% | $4,936+124.8% | $2,625+322.8% |
| Participant deferral / active EE | $10,908 | $7,302+49.4% | $8,071+35.1% | $4,348+150.8% |
| Admin fee / account holder | $212 | $1,750-87.9% | $13,005-98.4% | $1,944-89.1% |