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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA11+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $9,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,917 | $81,334-46.0% | $113,397-61.3% | $64,097-31.5% |
| Participation rate | 98.0% | 65.6%+32.4pp | 76.5%+21.5pp | 55.2%+42.8pp |
| Annual return | 18.12% | 32.50%-14.4pp | 23.20%-5.1pp | 34.64%-16.5pp |
| Employer contribution / active EE | $3,166 | $2,077+52.4% | $2,977+6.3% | $1,891+67.4% |
| Participant deferral / active EE | $5,598 | $3,795+47.5% | $5,076+10.3% | $3,080+81.7% |
| Admin fee / account holder | $42 | $4,208-99.0% | $11,957-99.6% | $3,454-98.8% |