Filed May 22, 2025
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $83,108 |
BOKF, NA3 years Filed as: BOK FINANCIAL CORPORATION Service code 10 · EIN 73-0780382 | Accounting | $29,994 |
Service code 10 77 WEST UNIVERSITY DRIVE · MESA, AZ 85201 | Accounting | $9,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,728 | $62,943-22.6% | $142,863-65.9% | $93,030-47.6% |
| Participation rate | 48.2% | 63.3%-15.2pp | 71.9%-23.8pp | 73.9%-25.7pp |
| Annual return | 12.75% | 16.28%-3.5pp | 5637.54%-5624.8pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,025 | $1,374-25.4% | $4,144-75.3% | $2,706-62.1% |
| Participant deferral / active EE | $1,343 | $2,841-52.7% | $3,837-65.0% | $4,562-70.6% |
| Admin fee / account holder | $98 | $103-5.0% | $6,560-98.5% | $152-35.7% |