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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $666 |
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 | $42,336 | $84,236-49.7% | $170,435-75.2% | $70,126-39.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.61% | 23.06%-4.5pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,833 | $3,086+89.0% | $4,939+18.1% | $3,332+75.1% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |