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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,760 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,520 | $65,092-50.0% | $143,799-77.4% | $66,938-51.4% |
| Participation rate | 80.1% | 65.2%+14.9pp | 80.3%-0.2pp | 69.8%+10.3pp |
| Annual return | -19.20% | -11.14%-8.1pp | -0.04%-19.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,867 | $2,362+21.4% | $4,952-42.1% | $2,545+12.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $37 | $502-92.7% | $14,677-99.7% | $594-93.8% |