Filed May 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 | Securities Custodian | $9,526 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,552 | $88,515-25.9% | $162,163-59.6% | $67,579-3.0% |
| Participation rate | 94.5% | 86.8%+7.7pp | 87.6%+7.0pp | 71.3%+23.2pp |
| Annual return | 23.80% | 27.04%-3.2pp | 115.59%-91.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $4,460 | $3,563+25.2% | $5,614-20.5% | $2,148+107.7% |
| Participant deferral / active EE | $2,648 | $5,724-53.7% | $7,298-63.7% | $3,539-25.2% |
| Admin fee / account holder | $22 | $124-82.4% | $10,843-99.8% | $142-84.7% |