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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $108,804 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,655 | $53,216-46.2% | $155,534-81.6% | $199,960-85.7% |
| Participation rate | 97.8% | 64.1%+33.6pp | 78.2%+19.5pp | 72.0%+25.8pp |
| Annual return | 17.22% | 41.18%-24.0pp | 64.92%-47.7pp | 34.28%-17.1pp |
| Employer contribution / active EE | $2,165 | $1,848+17.2% | $4,675-53.7% | $3,036-28.7% |
| Participant deferral / active EE | $3,005 | $3,164-5.0% | $5,630-46.6% | $5,087-40.9% |
| Admin fee / account holder | $66 | $186-64.3% | $15,900-99.6% | $269-75.4% |