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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $3,720 |
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 | $23,572 | $46,360-49.2% | $147,618-84.0% | $52,331-55.0% |
| Participation rate | 88.1% | 64.9%+23.1pp | 84.6%+3.4pp | 68.1%+19.9pp |
| Annual return | 2.96% | 1.62%+1.3pp | 61.98%-59.0pp | 4.54%-1.6pp |
| Employer contribution / active EE | $2,327 | $2,126+9.4% | $5,565-58.2% | $1,882+23.7% |
| Participant deferral / active EE | $3,053 | $2,258+35.3% | $4,895-37.6% | $3,022+1.0% |
| Admin fee / account holder | $25 | $766-96.8% | $11,612-99.8% | $592-95.8% |