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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $10,226 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,157 | $79,209-45.5% | $102,434-57.9% | $74,459-42.0% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 12.04% | 54.98%-42.9pp | 29.46%-17.4pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $2,808 | $2,362+18.9% | $3,023-7.1% | $2,626+6.9% |
| Participant deferral / active EE | $5,517 | $4,417+24.9% | $5,055+9.1% | $4,350+26.8% |
| Admin fee / account holder | $60 | $2,002-97.0% | $9,462-99.4% | $1,945-96.9% |