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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $20,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,308 | $54,679-11.7% | $76,119-36.5% | $74,459-35.1% |
| Participation rate | 60.5% | 60.3%+0.1pp | 69.1%-8.6pp | 67.2%-6.7pp |
| Annual return | 13.89% | 31.90%-18.0pp | 361.25%-347.4pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,307 | $1,781-26.6% | $2,693-51.5% | $2,626-50.2% |
| Participant deferral / active EE | $2,276 | $3,072-25.9% | $4,259-46.6% | $4,350-47.7% |
| Admin fee / account holder | $237 | $2,238-89.4% | $6,421-96.3% | $1,945-87.8% |