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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $84,325 |
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 | $365,189 | $91,439+299.4% | $135,974+168.6% | $71,511+410.7% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 17.94% | 29.90%-12.0pp | 68.30%-50.4pp | 28.86%-10.9pp |
| Employer contribution / active EE | $10,717 | $3,705+189.3% | $4,859+120.6% | $2,589+313.9% |
| Participant deferral / active EE | $9,361 | $7,093+32.0% | $7,760+20.6% | $4,291+118.2% |
| Admin fee / account holder | $269 | $1,267-78.8% | $10,767-97.5% | $1,588-83.1% |