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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,609 |
Annual investment return 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 | $50,722 | $65,125-22.1% | $143,797-64.7% | $66,949-24.2% |
| Participation rate | 81.4% | 65.2%+16.2pp | 80.3%+1.0pp | 69.8%+11.5pp |
| Annual return | -18.74% | -11.13%-7.6pp | -0.04%-18.7pp | 1.57%-20.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,147 | $2,920+42.0% | $5,638-26.4% | $4,239-2.2% |
| Admin fee / account holder | $38 | $503-92.4% | $14,679-99.7% | $594-93.6% |