Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,079 | $67,606-30.4% | $82,313-42.8% | $70,124-32.9% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 15.05% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,974 | $1,755+69.4% | $2,428+22.5% | $2,342+26.9% |
| Participant deferral / active EE | $4,138 | $2,987+38.5% | $3,706+11.6% | $3,332+24.2% |
| Admin fee / account holder | $2 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |