Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Filed as: BOK FINANCIAL ASSET MANAGMENT Service code 27 · EIN 74-2009441 | Advisory (Plan) | $44,849 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,491 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,958 | $64,457-45.8% | $111,392-68.6% | $55,725-37.3% |
| Participation rate | 94.7% | 79.7%+15.1pp | 78.9%+15.9pp | 70.9%+23.9pp |
| Annual return | 51.30% | -19.97%+71.3pp | -2.06%+53.4pp | 244.93%-193.6pp |
| Employer contribution / active EE | $3,282 | $3,956-17.0% | $4,328-24.2% | $2,078+58.0% |
| Participant deferral / active EE | $5,589 | $5,219+7.1% | $5,567+0.4% | $3,356+66.6% |
| Admin fee / account holder | $95 | $112-15.3% | $12,266-99.2% | $115-17.7% |