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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $33,560 |
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 | $310,470 | $84,493+267.4% | $125,381+147.6% | $66,938+363.8% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.3pp | 69.8%+28.9pp |
| Annual return | -14.87% | -8.49%-6.4pp | 572.31%-587.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $9,442 | $3,554+165.7% | $4,815+96.1% | $2,545+271.0% |
| Participant deferral / active EE | $9,098 | $6,783+34.1% | $7,448+22.2% | $4,238+114.7% |
| Admin fee / account holder | $107 | $685-84.4% | $10,007-98.9% | $594-82.0% |