Filed March 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Filed as: BOKF,NA Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,758 | $65,083-78.9% | $143,788-90.4% | $66,930-79.4% |
| Participation rate | 68.0% | 65.2%+2.8pp | 80.3%-12.3pp | 69.8%-1.8pp |
| Annual return | -15.91% | -11.13%-4.8pp | -0.03%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $609 | $2,361-74.2% | $4,952-87.7% | $2,545-76.1% |
| Participant deferral / active EE | $1,307 | $2,920-55.2% | $5,638-76.8% | $4,238-69.2% |
| Admin fee / account holder | $10 | $502-98.1% | $14,675-99.9% | $593-98.4% |