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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $62,245 |
BOKF, NA3 years Filed as: BOK FINANCIAL Service code 99 · EIN 73-0780382 | Other Fees | $20,143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,545 | $76,112-61.2% | $96,534-69.4% | $71,511-58.7% |
| Participation rate | 87.1% | 74.4%+12.7pp | 76.0%+11.1pp | 67.9%+19.2pp |
| Annual return | 13.55% | 22.81%-9.3pp | 25.88%-12.3pp | 28.86%-15.3pp |
| Employer contribution / active EE | $630 | $2,248-72.0% | $2,965-78.8% | $2,589-75.7% |
| Participant deferral / active EE | $2,792 | $4,217-33.8% | $4,851-42.4% | $4,291-34.9% |
| Admin fee / account holder | $410 | $2,708-84.9% | $8,253-95.0% | $1,588-74.2% |