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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 13 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Contract Administrator | $53,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,725 | $60,349+144.8% | $74,184+99.1% | $62,881+134.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.61% | 21.38%-7.8pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $3,715 | $1,680+121.1% | $2,370+56.7% | $2,281+62.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $428 | $4,261-89.9% | $5,586-92.3% | $4,296-90.0% |