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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $65,491 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,261 | $95,542-80.9% | $69,483-73.7% | $67,582-73.0% |
| Participation rate | 98.5% | 79.4%+19.1pp | 74.6%+23.9pp | 71.3%+27.2pp |
| Annual return | 22.68% | 17.67%+5.0pp | 28.99%-6.3pp | 378.57%-355.9pp |
| Employer contribution / active EE | $779 | $2,989-73.9% | $2,780-72.0% | $2,148-63.7% |
| Participant deferral / active EE | $1,705 | $3,263-47.8% | $3,537-51.8% | $3,539-51.8% |
| Admin fee / account holder | $99 | $90+10.1% | $3,841-97.4% | $142-30.5% |