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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Filed as: BOKF NA Service code 15 · EIN 46-4181549 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $4,488 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,593 | $91,474-68.7% | $135,982-79.0% | $71,529-60.0% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $3,034 | $3,705-18.1% | $4,859-37.6% | $2,590+17.2% |
| Participant deferral / active EE | $7,695 | $7,095+8.5% | $7,760-0.8% | $4,291+79.3% |
| Admin fee / account holder | $24 | $1,267-98.1% | $10,767-99.8% | $1,588-98.5% |