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, NA5 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $120,966 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,626 | $160,088-89.0% | $112,977-84.4% | $73,412-76.0% |
| Participation rate | 92.3% | 90.7%+1.6pp | 82.6%+9.7pp | 72.2%+20.1pp |
| Annual return | 13.80% | 17.93%-4.1pp | 24.24%-10.4pp | 59.30%-45.5pp |
| Employer contribution / active EE | $2,652 | $5,200-49.0% | $4,255-37.7% | $2,234+18.7% |
| Participant deferral / active EE | $4,312 | $8,024-46.3% | $5,836-26.1% | $3,806+13.3% |
| Admin fee / account holder | $70 | $133-47.5% | $6,294-98.9% | $158-55.8% |