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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Filed as: BOKF NA Service code 15 · EIN 46-4181549 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $6,195 |
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 | $36,946 | $101,672-63.7% | $147,117-74.9% | $74,478-50.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.03% | 8757.83%-8737.8pp | 420.54%-400.5pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $2,709 | $3,813-29.0% | $4,932-45.1% | $2,626+3.1% |
| Participant deferral / active EE | $6,926 | $7,305-5.2% | $8,065-14.1% | $4,350+59.2% |
| Admin fee / account holder | $29 | $1,753-98.4% | $12,993-99.8% | $1,946-98.5% |