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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $284,039 | $80,753+251.7% | $136,298+108.4% | $62,293+356.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.52% | 35.83%-19.3pp | 5156.27%-5139.7pp | 28.90%-12.4pp |
| Employer contribution / active EE | $7,799 | $2,884+170.5% | $4,696+66.1% | $2,042+281.9% |
| Participant deferral / active EE | $7,142 | $5,164+38.3% | $6,247+14.3% | $3,169+125.4% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |