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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 13 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Contract Administrator | $21,158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,793 | $86,288-30.7% | $111,306-46.3% | $85,851-30.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 51.77% | 19.99%+31.8pp | 54.67%-2.9pp | 318.63%-266.9pp |
| Employer contribution / active EE | $3 | $2,044-99.9% | $2,732-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $983 | $8,189-88.0% | $7,966-87.7% | $6,261-84.3% |