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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $133,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,133 | $82,972+15.9% | $103,374-7.0% | $77,671+23.8% |
| Participation rate | 91.3% | 71.5%+19.8pp | 74.5%+16.8pp | 70.6%+20.7pp |
| Annual return | 16.66% | 19.14%-2.5pp | 24.89%-8.2pp | 31.21%-14.5pp |
| Employer contribution / active EE | $4,085 | $3,554+14.9% | $3,869+5.6% | $2,726+49.8% |
| Participant deferral / active EE | $7,208 | $4,108+75.4% | $5,058+42.5% | $4,648+55.1% |
| Admin fee / account holder | $113 | $639-82.3% | $8,394-98.7% | $430-73.7% |