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, NA3 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $57,306 |
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 | $32,443 | $52,293-38.0% | $178,498-81.8% | $73,412-55.8% |
| Participation rate | 96.2% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+24.0pp |
| Annual return | 17.11% | 34.75%-17.6pp | 151.09%-134.0pp | 59.30%-42.2pp |
| Employer contribution / active EE | $1,822 | $1,735+5.0% | $5,011-63.7% | $2,234-18.4% |
| Participant deferral / active EE | $2,515 | $2,332+7.9% | $5,202-51.6% | $3,806-33.9% |
| Admin fee / account holder | $73 | $127-42.6% | $13,985-99.5% | $158-53.7% |