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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Filed as: BOKF, N.A. Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $102,180 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,348 | $91,621-66.9% | $67,511-55.0% | $77,671-60.9% |
| Participation rate | 97.4% | 76.0%+21.5pp | 72.9%+24.5pp | 70.6%+26.9pp |
| Annual return | 13.76% | 14.87%-1.1pp | 3517.41%-3503.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,060 | $3,184-66.7% | $2,733-61.2% | $2,726-61.1% |
| Participant deferral / active EE | $2,619 | $3,906-32.9% | $4,000-34.5% | $4,648-43.6% |
| Admin fee / account holder | $141 | $176-20.3% | $3,999-96.5% | $430-67.3% |