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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,557 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,693 | $61,391+0.5% | $149,723-58.8% | $71,529-13.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 22.19% | 35.88%-13.7pp | 134.50%-112.3pp | 28.97%-6.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,222 | $2,921+78.8% | $5,682-8.1% | $4,291+21.7% |
| Admin fee / account holder | $42 | $1,264-96.7% | $13,215-99.7% | $1,588-97.3% |