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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $15,698 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,557 | $55,423-28.6% | $155,602-74.6% | $74,400-46.8% |
| Participation rate | 86.4% | 61.9%+24.5pp | 78.2%+8.2pp | 67.2%+19.2pp |
| Annual return | 9.60% | 269.07%-259.5pp | 64.81%-55.2pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $2,953 | $2,266+30.4% | $4,675-36.8% | $2,624+12.5% |
| Participant deferral / active EE | $3,241 | $2,835+14.3% | $5,629-42.4% | $4,348-25.5% |
| Admin fee / account holder | $77 | $1,744-95.6% | $15,923-99.5% | $1,944-96.0% |