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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $74,202 |
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 | $407,413 | $104,482+289.9% | $159,455+155.5% | $79,393+413.2% |
| Participation rate | 99.1% | 76.6%+22.5pp | 82.8%+16.3pp | 70.7%+28.4pp |
| Annual return | 14.69% | 67.96%-53.3pp | 263.63%-248.9pp | 116.87%-102.2pp |
| Employer contribution / active EE | $9,868 | $3,416+188.9% | $4,830+104.3% | $2,428+306.5% |
| Participant deferral / active EE | $9,515 | $6,467+47.1% | $7,353+29.4% | $4,046+135.2% |
| Admin fee / account holder | $245 | $711-65.6% | $10,800-97.7% | $627-60.9% |