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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $57,494 |
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 | $330,028 | $89,652+268.1% | $141,191+133.7% | $65,185+406.3% |
| Participation rate | 98.4% | 74.7%+23.6pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | 20.58% | 32.79%-12.2pp | 71.41%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $8,894 | $3,065+190.2% | $4,736+87.8% | $2,177+308.6% |
| Participant deferral / active EE | $8,060 | $5,691+41.6% | $6,710+20.1% | $3,514+129.4% |
| Admin fee / account holder | $186 | $569-67.3% | $10,264-98.2% | $847-78.1% |