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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $352,331 | $99,957+252.5% | $149,745+135.3% | $73,497+379.4% |
| Participation rate | 99.6% | 75.7%+23.9pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 12.76% | 53.87%-41.1pp | 276.72%-264.0pp | 28.51%-15.8pp |
| Employer contribution / active EE | $9,346 | $3,191+192.9% | $4,646+101.2% | $2,270+311.7% |
| Participant deferral / active EE | $8,249 | $6,073+35.8% | $6,843+20.5% | $3,740+120.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |