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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $33,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,017 | $45,343+25.7% | $150,298-62.1% | $67,986-16.1% |
| Participation rate | 99.2% | 51.9%+47.3pp | 77.8%+21.4pp | 57.2%+42.0pp |
| Annual return | 15.35% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $4,006 | $1,462+174.0% | $4,154-3.6% | $2,019+98.4% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $222 | $2,250-90.1% | $14,116-98.4% | $3,203-93.1% |