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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 19 · EIN 73-0780382 | Securities Custodian | $14,680 |
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 | $31,280 | $45,119-30.7% | $85,126-63.3% | $74,429-58.0% |
| Participation rate | 86.6% | 49.4%+37.2pp | 67.5%+19.1pp | 67.2%+19.4pp |
| Annual return | 10.59% | 26.28%-15.7pp | 66.63%-56.0pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $2,551 | $1,460+74.7% | $2,731-6.6% | $2,625-2.8% |
| Participant deferral / active EE | $2,070 | $2,738-24.4% | $4,523-54.2% | $4,348-52.4% |
| Admin fee / account holder | $65 | $2,214-97.1% | $6,160-98.9% | $1,944-96.7% |