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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,237 |
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 | $31,954 | $58,888-45.7% | $178,499-82.1% | $73,493-56.5% |
| Participation rate | 97.1% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 17.21% | 24.86%-7.7pp | 151.10%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,395 | $2,236+51.8% | $5,011-32.3% | $2,270+49.5% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26 | $400-93.5% | $13,986-99.8% | $513-95.0% |