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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $67,240 |
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 | $14,870 | $68,408-78.3% | $57,196-74.0% | $57,658-74.2% |
| Participation rate | 81.9% | 79.1%+2.8pp | 75.3%+6.6pp | 70.2%+11.7pp |
| Annual return | 7.91% | 8.51%-0.6pp | 14.59%-6.7pp | 5.13%+2.8pp |
| Employer contribution / active EE | $631 | $2,869-78.0% | $2,683-76.5% | $1,974-68.0% |
| Participant deferral / active EE | $1,409 | $2,903-51.5% | $3,096-54.5% | $3,061-54.0% |
| Admin fee / account holder | $123 | $70+76.7% | $3,141-96.1% | $95+30.2% |