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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $14,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,659 | $58,888-14.0% | $178,498-71.6% | $73,493-31.1% |
| Participation rate | 61.1% | 66.2%-5.1pp | 81.9%-20.8pp | 70.7%-9.5pp |
| Annual return | 19.97% | 24.86%-4.9pp | 151.09%-131.1pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,654 | $2,236-26.0% | $5,011-67.0% | $2,270-27.1% |
| Participant deferral / active EE | $3,132 | $2,568+22.0% | $5,202-39.8% | $3,740-16.2% |
| Admin fee / account holder | $78 | $400-80.5% | $13,985-99.4% | $513-84.8% |