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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOKF,NA Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $21,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,173 | $81,474-40.9% | $133,956-64.0% | $73,493-34.5% |
| Participation rate | 45.2% | 76.4%-31.1pp | 79.8%-34.6pp | 70.7%-25.5pp |
| Annual return | 13.68% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $774 | $2,209-64.9% | $3,919-80.2% | $2,270-65.9% |
| Participant deferral / active EE | $1,198 | $3,786-68.4% | $5,048-76.3% | $3,740-68.0% |
| Admin fee / account holder | $346 | $713-51.5% | $8,927-96.1% | $513-32.5% |