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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $85,660 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,596 | $94,833-73.0% | $75,731-66.2% | $86,821-70.5% |
| Participation rate | 94.9% | 79.1%+15.8pp | 74.8%+20.0pp | 72.3%+22.6pp |
| Annual return | 12.86% | 16.91%-4.1pp | 104.65%-91.8pp | 97.94%-85.1pp |
| Employer contribution / active EE | $861 | $2,904-70.3% | $2,743-68.6% | $2,406-64.2% |
| Participant deferral / active EE | $2,073 | $3,632-42.9% | $3,820-45.7% | $4,132-49.8% |
| Admin fee / account holder | $115 | $109+6.2% | $3,620-96.8% | $170-32.0% |