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, NA6 years Filed as: BOKF,NA Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $22,187 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,054 | $83,090-28.9% | $130,062-54.6% | $71,529-17.4% |
| Participation rate | 45.1% | 74.1%-29.0pp | 78.5%-33.4pp | 67.9%-22.8pp |
| Annual return | 16.06% | 20.61%-4.6pp | -137.37%+153.4pp | 28.97%-12.9pp |
| Employer contribution / active EE | $1,047 | $2,624-60.1% | $4,322-75.8% | $2,590-59.6% |
| Participant deferral / active EE | $1,980 | $4,436-55.4% | $5,821-66.0% | $4,291-53.9% |
| Admin fee / account holder | $363 | $1,727-79.0% | $10,601-96.6% | $1,588-77.1% |