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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,558 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,836 | $55,470-17.4% | $155,556-70.5% | $74,478-38.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.40% | 269.80%-257.4pp | 64.84%-52.4pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,548 | $2,267+56.5% | $4,675-24.1% | $2,626+35.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $28 | $1,744-98.4% | $15,885-99.8% | $1,946-98.6% |