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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $8,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $58,083 | $64,909-10.5% | $82,312-29.4% | $62,293-6.8% |
| Participation rate | 88.4% | 74.9%+13.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 18.27% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,035 | $1,676+21.4% | $2,428-16.2% | $2,042-0.3% |
| Participant deferral / active EE | $3,590 | $3,103+15.7% | $3,706-3.1% | $3,169+13.3% |
| Admin fee / account holder | $56 | $440-87.3% | $5,608-99.0% | $479-88.3% |