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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $73,386 |
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 | $15,250 | $74,552-79.5% | $63,018-75.8% | $69,631-78.1% |
| Participation rate | 88.3% | 78.3%+10.1pp | 74.8%+13.5pp | 70.7%+17.7pp |
| Annual return | 20.58% | 15.77%+4.8pp | 87.62%-67.0pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $598 | $2,929-79.6% | $2,761-78.3% | $2,032-70.6% |
| Participant deferral / active EE | $1,348 | $2,974-54.7% | $3,330-59.5% | $3,224-58.2% |
| Admin fee / account holder | $109 | $59+83.3% | $3,601-97.0% | $110-1.4% |