Filed March 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOKF,NA Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,180 | $47,977-80.9% | $154,111-94.0% | $56,287-83.7% |
| Participation rate | 51.2% | 66.2%-15.0pp | 83.0%-31.8pp | 69.9%-18.6pp |
| Annual return | -7.19% | 3.54%-10.7pp | 735.18%-742.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $420 | $2,169-80.7% | $5,298-92.1% | $2,111-80.1% |
| Participant deferral / active EE | $763 | $2,392-68.1% | $5,081-85.0% | $3,350-77.2% |
| Admin fee / account holder | $61 | $438-86.1% | $13,411-99.5% | $521-88.3% |