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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 · EIN 73-0780382 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $27,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,606 | $65,453+4.8% | $86,691-20.9% | $66,930+2.5% |
| Participation rate | 45.5% | 75.5%-30.0pp | 76.6%-31.1pp | 69.8%-24.4pp |
| Annual return | -16.78% | -10.89%-5.9pp | 35.94%-52.7pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,384 | $2,154-35.7% | $2,837-51.2% | $2,545-45.6% |
| Participant deferral / active EE | $1,970 | $4,102-52.0% | $4,656-57.7% | $4,238-53.5% |
| Admin fee / account holder | $327 | $642-49.1% | $7,492-95.6% | $593-44.9% |