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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $12,384 | $72,639-83.0% | $90,766-86.4% | $66,949-81.5% |
| Participation rate | 44.5% | 73.7%-29.2pp | 75.7%-31.2pp | 69.8%-25.3pp |
| Annual return | 6.48% | -12.28%+18.8pp | -12.16%+18.6pp | 1.57%+4.9pp |
| Employer contribution / active EE | $427 | $2,369-82.0% | $2,922-85.4% | $2,545-83.2% |
| Participant deferral / active EE | $1,881 | $3,979-52.7% | $4,565-58.8% | $4,239-55.6% |
| Admin fee / account holder | $30 | $708-95.7% | $8,446-99.6% | $594-94.9% |