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, NA7 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $27,074 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,405 | $48,432+28.9% | $121,204-48.5% | $71,511-12.7% |
| Participation rate | 28.3% | 54.3%-26.0pp | 69.5%-41.2pp | 67.9%-39.6pp |
| Annual return | 19.52% | 23.28%-3.8pp | 987.18%-967.7pp | 28.86%-9.3pp |
| Employer contribution / active EE | $715 | $1,493-52.1% | $4,170-82.8% | $2,589-72.4% |
| Participant deferral / active EE | $1,042 | $2,756-62.2% | $4,083-74.5% | $4,291-75.7% |
| Admin fee / account holder | $407 | $1,845-77.9% | $5,651-92.8% | $1,588-74.4% |