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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $65,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,105 | $67,166-80.5% | $57,356-77.2% | $55,191-76.3% |
| Participation rate | 78.9% | 77.7%+1.2pp | 75.1%+3.8pp | 69.2%+9.7pp |
| Annual return | 0.69% | 4.22%-3.5pp | 24.41%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $597 | $2,812-78.8% | $2,689-77.8% | $1,899-68.6% |
| Participant deferral / active EE | $1,387 | $2,835-51.1% | $3,162-56.1% | $3,046-54.5% |
| Admin fee / account holder | $125 | $44+185.9% | $3,357-96.3% | $91+37.2% |