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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA11+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $13,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,387 | $45,343+77.3% | $150,298-46.5% | $67,986+18.2% |
| Participation rate | 78.8% | 51.9%+26.9pp | 77.8%+1.0pp | 57.2%+21.5pp |
| Annual return | 15.51% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,075 | $2,055+98.3% | $5,453-25.3% | $3,358+21.4% |
| Admin fee / account holder | $82 | $2,250-96.4% | $14,116-99.4% | $3,203-97.5% |