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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $114,957 |
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 | $94,171 | $93,010+1.2% | $96,538-2.5% | $74,473+26.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 20.14% | 37.50%-17.4pp | 35.74%-15.6pp | 34.36%-14.2pp |
| Employer contribution / active EE | $3,822 | $3,427+11.5% | $3,740+2.2% | $2,638+44.9% |
| Participant deferral / active EE | $6,790 | $3,971+71.0% | $4,880+39.1% | $4,530+49.9% |
| Admin fee / account holder | $114 | $633-81.9% | $6,737-98.3% | $347-67.0% |