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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,057 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,431 | $61,166+8.6% | $185,849-64.3% | $79,391-16.3% |
| Participation rate | 89.6% | 66.6%+23.0pp | 81.7%+7.9pp | 70.7%+18.9pp |
| Annual return | 14.58% | 19.45%-4.9pp | 122.10%-107.5pp | 116.88%-102.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,975 | $2,789+78.4% | $5,569-10.7% | $4,046+23.0% |
| Admin fee / account holder | $46 | $710-93.6% | $16,244-99.7% | $627-92.7% |