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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 13 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Contract Administrator | $58,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,605 | $67,602+60.7% | $82,312+31.9% | $70,126+54.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -1.43% | 21.57%-23.0pp | 25.88%-27.3pp | 73.15%-74.6pp |
| Employer contribution / active EE | $3,399 | $1,755+93.7% | $2,428+40.0% | $2,343+45.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $434 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |