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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 | $83,023+15.8% | $102,437-6.2% | $77,762+23.6% |
| Participation rate | 91.3% | 71.5%+19.8pp | 74.5%+16.8pp | 70.6%+20.7pp |
| Annual return | 16.66% | 19.12%-2.5pp | 24.95%-8.3pp | 31.27%-14.6pp |
| Employer contribution / active EE | $4,085 | $3,552+15.0% | $3,871+5.5% | $2,728+49.7% |
| Participant deferral / active EE | $7,208 | $4,110+75.4% | $5,060+42.4% | $4,651+55.0% |
| Admin fee / account holder | $113 | $639-82.3% | $8,388-98.7% | $433-73.9% |