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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $0 |
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 | $237,143 | $80,177+195.8% | $123,894+91.4% | $57,658+311.3% |
| Participation rate | 96.6% | 74.4%+22.2pp | 81.4%+15.2pp | 70.2%+26.4pp |
| Annual return | 6.98% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,310 | $2,913+151.0% | $4,617+58.3% | $1,974+270.4% |
| Participant deferral / active EE | $6,075 | $5,130+18.4% | $5,984+1.5% | $3,061+98.5% |
| Admin fee / account holder | $21 | $106-80.1% | $8,357-99.7% | $95-77.6% |