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 | $38,658 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,980 | $57,752+48.9% | $112,273-23.4% | $71,511+20.2% |
| Participation rate | 50.7% | 58.8%-8.2pp | 72.4%-21.8pp | 67.9%-17.3pp |
| Annual return | 8.31% | 18.25%-9.9pp | 30.23%-21.9pp | 28.86%-20.5pp |
| Employer contribution / active EE | $2,075 | $1,912+8.5% | $3,431-39.5% | $2,589-19.9% |
| Participant deferral / active EE | $3,220 | $2,860+12.6% | $4,800-32.9% | $4,291-25.0% |
| Admin fee / account holder | $458 | $1,586-71.1% | $7,752-94.1% | $1,588-71.1% |